Skip to content
Disclosery

Private Advisor Group, LLC: IWY position timeline

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

Private Advisor Group, LLC held 152,777 IWY 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 152,777 shares
    Change vs previous 13F +102,039 shares

    0.2% of the 13F portfolio, value $44,399,984.

    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 50,738 shares
    Change vs previous 13F +10,468 shares

    0.06% of the 13F portfolio, value $12,625,755.

    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 40,270 shares
    Change vs previous 13F -1,851 shares

    0.05% of the 13F portfolio, value $11,152,278.

    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 42,121 shares
    Change vs previous 13F +3,164 shares

    0.06% of the 13F portfolio, value $11,526,392.

    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 38,957 shares
    Change vs previous 13F -5,400 shares

    0.05% of the 13F portfolio, value $9,603,066.

    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 44,357 shares
    Change vs previous 13F -3,940 shares

    0.06% of the 13F portfolio, value $9,356,611.

    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 48,297 shares
    Change vs previous 13F +9,607 shares

    0.06% of the 13F portfolio, value $11,362,882.

    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 38,690 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,513,789.

    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).