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Private Advisor Group, LLC: IYW position timeline

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

Private Advisor Group, LLC held 93,125 IYW 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 93,125 shares
    Change vs previous 13F -83,331 shares

    0.11% of the 13F portfolio, value $23,488,978.

    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 176,456 shares
    Change vs previous 13F -5,050 shares

    0.15% of the 13F portfolio, value $32,012,528.

    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 181,506 shares
    Change vs previous 13F -32,396 shares

    0.17% of the 13F portfolio, value $36,243,027.

    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 213,902 shares
    Change vs previous 13F -30,425 shares

    0.21% of the 13F portfolio, value $41,894,810.

    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 244,327 shares
    Change vs previous 13F +22,480 shares

    0.23% of the 13F portfolio, value $42,334,573.

    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 221,847 shares
    Change vs previous 13F +13,072 shares

    0.19% of the 13F portfolio, value $31,156,214.

    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 208,775 shares
    Change vs previous 13F +6,491 shares

    0.19% of the 13F portfolio, value $33,303,884.

    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 202,284 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $30,670,243.

    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).