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Private Advisor Group, LLC: PHDG position timeline

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

Private Advisor Group, LLC held 39,201 PHDG 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 39,201 shares
    Change vs previous 13F -1,382 shares

    0.01% of the 13F portfolio, value $1,604,903.

    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 40,583 shares
    Change vs previous 13F -8,048 shares

    0.01% of the 13F portfolio, value $1,533,485.

    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 48,631 shares
    Change vs previous 13F -3,280 shares

    0.01% of the 13F portfolio, value $1,820,800.

    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 51,911 shares
    Change vs previous 13F -27,147 shares

    0.01% of the 13F portfolio, value $1,933,369.

    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 79,058 shares
    Change vs previous 13F -23,513 shares

    0.02% of the 13F portfolio, value $2,789,972.

    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 102,571 shares
    Change vs previous 13F -1,416 shares

    0.02% of the 13F portfolio, value $3,741,778.

    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 103,987 shares
    Change vs previous 13F +15,073 shares

    0.02% of the 13F portfolio, value $3,873,545.

    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 88,914 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,397,395.

    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).