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Private Advisor Group, LLC: PFM position timeline

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

Private Advisor Group, LLC held 50,542 PFM 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 50,542 shares
    Change vs previous 13F +5,243 shares

    0.01% of the 13F portfolio, value $2,802,772.

    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 45,299 shares
    Change vs previous 13F -810 shares

    0.01% of the 13F portfolio, value $2,314,411.

    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 46,109 shares
    Change vs previous 13F -278 shares

    0.01% of the 13F portfolio, value $2,374,817.

    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 46,387 shares
    Change vs previous 13F -986 shares

    0.01% of the 13F portfolio, value $2,353,815.

    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 47,373 shares
    Change vs previous 13F +16,977 shares

    0.01% of the 13F portfolio, value $2,281,974.

    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 30,396 shares
    Change vs previous 13F +1,003 shares

    0.01% of the 13F portfolio, value $1,391,551.

    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 29,393 shares
    Change vs previous 13F -2,663 shares

    0.01% of the 13F portfolio, value $1,347,953.

    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 32,056 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,492,183.

    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).