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Private Advisor Group, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on IWR, newest first. How the timeline and the estimate are built.

Private Advisor Group, LLC held 171,792 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,792 shares
    Change vs previous 13F +7,257 shares

    0.09% of the 13F portfolio, value $18,952,114.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 164,535 shares
    Change vs previous 13F -4,394 shares

    0.08% of the 13F portfolio, value $15,997,696.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 168,929 shares
    Change vs previous 13F -5,563 shares

    0.08% of the 13F portfolio, value $16,262,740.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 174,492 shares
    Change vs previous 13F -9,841 shares

    0.08% of the 13F portfolio, value $16,847,215.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 184,333 shares
    Change vs previous 13F +997 shares

    0.09% of the 13F portfolio, value $16,953,131.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 183,336 shares
    Change vs previous 13F +5,460 shares

    0.09% of the 13F portfolio, value $15,596,358.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 177,876 shares
    Change vs previous 13F +1,921 shares

    0.09% of the 13F portfolio, value $15,724,244.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 175,955 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,508,685.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).