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Private Advisor Group, LLC: IWS position timeline

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

Private Advisor Group, LLC held 31,266 IWS 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 31,266 shares
    Change vs previous 13F -24,214 shares

    0.02% of the 13F portfolio, value $5,146,421.

    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 55,480 shares
    Change vs previous 13F +862 shares

    0.04% of the 13F portfolio, value $8,085,652.

    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 54,618 shares
    Change vs previous 13F +1,087 shares

    0.04% of the 13F portfolio, value $7,703,796.

    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 53,531 shares
    Change vs previous 13F +1,544 shares

    0.04% of the 13F portfolio, value $7,476,694.

    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 51,987 shares
    Change vs previous 13F -340 shares

    0.04% of the 13F portfolio, value $6,869,508.

    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 52,327 shares
    Change vs previous 13F -1,240 shares

    0.04% of the 13F portfolio, value $6,591,649.

    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 53,567 shares
    Change vs previous 13F -732 shares

    0.04% of the 13F portfolio, value $6,928,361.

    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 54,299 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,180,954.

    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).