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Private Advisor Group, LLC: PDI position timeline

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

Private Advisor Group, LLC held 713,369 PDI 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 713,369 shares
    Change vs previous 13F -162,754 shares

    0.05% of the 13F portfolio, value $11,913,263.

    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 876,123 shares
    Change vs previous 13F +42,335 shares

    0.07% of the 13F portfolio, value $14,990,467.

    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 833,788 shares
    Change vs previous 13F -9,874 shares

    0.07% of the 13F portfolio, value $14,766,375.

    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 843,662 shares
    Change vs previous 13F +51,934 shares

    0.08% of the 13F portfolio, value $16,704,498.

    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 791,728 shares
    Change vs previous 13F +84,797 shares

    0.08% of the 13F portfolio, value $15,019,092.

    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 706,931 shares
    Change vs previous 13F +79,600 shares

    0.08% of the 13F portfolio, value $13,997,221.

    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 627,331 shares
    Change vs previous 13F +40,379 shares

    0.06% of the 13F portfolio, value $11,505,248.

    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 586,952 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,897,507.

    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).