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Private Advisor Group, LLC: PTY position timeline

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

Private Advisor Group, LLC held 477,867 PTY 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 477,867 shares
    Change vs previous 13F -178,636 shares

    0.03% of the 13F portfolio, value $5,748,740.

    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 656,503 shares
    Change vs previous 13F -129,341 shares

    0.04% of the 13F portfolio, value $7,917,416.

    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 785,844 shares
    Change vs previous 13F +73,776 shares

    0.05% of the 13F portfolio, value $10,137,396.

    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 712,068 shares
    Change vs previous 13F +134,053 shares

    0.05% of the 13F portfolio, value $10,282,261.

    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 578,015 shares
    Change vs previous 13F +86,040 shares

    0.04% of the 13F portfolio, value $8,040,174.

    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 491,975 shares
    Change vs previous 13F +20,865 shares

    0.04% of the 13F portfolio, value $7,113,957.

    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 471,110 shares
    Change vs previous 13F +60,603 shares

    0.04% of the 13F portfolio, value $6,769,856.

    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 410,507 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,907,209.

    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).