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Private Advisor Group, LLC: PTBD position timeline

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

Private Advisor Group, LLC held 51,703 PTBD 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 51,703 shares
    Change vs previous 13F +3,379 shares

    <0.01% of the 13F portfolio, value $991,148.

    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 48,324 shares
    Change vs previous 13F +2,164 shares

    <0.01% of the 13F portfolio, value $917,200.

    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 46,160 shares
    Change vs previous 13F +2,751 shares

    <0.01% of the 13F portfolio, value $895,500.

    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 43,409 shares
    Change vs previous 13F +5,425 shares

    <0.01% of the 13F portfolio, value $860,805.

    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 37,984 shares
    Change vs previous 13F +313 shares

    <0.01% of the 13F portfolio, value $750,191.

    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 37,671 shares
    Change vs previous 13F +1,997 shares

    <0.01% of the 13F portfolio, value $755,674.

    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 35,674 shares
    Change vs previous 13F +569 shares

    <0.01% of the 13F portfolio, value $713,481.

    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 35,105 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $724,219.

    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).