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Private Advisor Group, LLC: PM position timeline

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

Private Advisor Group, LLC held 60,270 PM 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 60,270 shares
    Change vs previous 13F -29,150 shares

    0.05% of the 13F portfolio, value $10,903,385.

    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 89,420 shares
    Change vs previous 13F -2,335 shares

    0.07% of the 13F portfolio, value $14,784,771.

    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 91,755 shares
    Change vs previous 13F +1,194 shares

    0.07% of the 13F portfolio, value $14,717,434.

    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 90,561 shares
    Change vs previous 13F -381 shares

    0.07% of the 13F portfolio, value $14,689,016.

    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 90,942 shares
    Change vs previous 13F +5,956 shares

    0.09% of the 13F portfolio, value $16,563,121.

    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 84,986 shares
    Change vs previous 13F +1,420 shares

    0.08% of the 13F portfolio, value $13,489,806.

    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 83,566 shares
    Change vs previous 13F +352 shares

    0.06% of the 13F portfolio, value $10,057,176.

    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 83,214 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $10,102,002.

    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).