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Private Advisor Group, LLC: MTBA position timeline

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

Private Advisor Group, LLC held 19,556 MTBA 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 19,556 shares
    Change vs previous 13F -86,512 shares

    <0.01% of the 13F portfolio, value $959,604.

    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 106,068 shares
    Change vs previous 13F +1,894 shares

    0.02% of the 13F portfolio, value $5,246,149.

    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 104,174 shares
    Change vs previous 13F +3,601 shares

    0.02% of the 13F portfolio, value $5,251,417.

    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 100,573 shares
    Change vs previous 13F +7,300 shares

    0.02% of the 13F portfolio, value $5,063,869.

    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 93,273 shares
    Change vs previous 13F +4,510 shares

    0.03% of the 13F portfolio, value $4,672,044.

    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 88,763 shares
    Change vs previous 13F +19,827 shares

    0.03% of the 13F portfolio, value $4,450,564.

    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 68,936 shares
    Change vs previous 13F +24,484 shares

    0.02% of the 13F portfolio, value $3,425,422.

    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 44,452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,288,553.

    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).