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Private Advisor Group, LLC: KBWB position timeline

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

Private Advisor Group, LLC held 30,475 KBWB 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 30,475 shares
    Change vs previous 13F +1,127 shares

    0.01% of the 13F portfolio, value $2,833,556.

    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 29,348 shares
    Change vs previous 13F -4,727 shares

    0.01% of the 13F portfolio, value $2,321,976.

    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 34,075 shares
    Change vs previous 13F -6,215 shares

    0.01% of the 13F portfolio, value $2,872,201.

    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 40,290 shares
    Change vs previous 13F +13,705 shares

    0.02% of the 13F portfolio, value $3,151,082.

    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 26,585 shares
    Change vs previous 13F -578 shares

    0.01% of the 13F portfolio, value $1,904,035.

    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 27,163 shares
    Change vs previous 13F +20,155 shares

    0.01% of the 13F portfolio, value $1,704,993.

    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 7,008 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $458,030.

    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).