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Private Advisor Group, LLC: PUI position timeline

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

Private Advisor Group, LLC held 5,218 PUI 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 5,218 shares
    Change vs previous 13F -620 shares

    <0.01% of the 13F portfolio, value $248,146.

    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 5,838 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $274,452.

    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 5,914 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $257,757.

    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 6,169 shares
    Change vs previous 13F +673 shares

    <0.01% of the 13F portfolio, value $283,333.

    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 5,496 shares
    Change vs previous 13F +343 shares

    <0.01% of the 13F portfolio, value $229,917.

    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 5,153 shares
    Change vs previous 13F -3,498 shares

    <0.01% of the 13F portfolio, value $210,964.

    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 8,651 shares
    Change vs previous 13F +3,248 shares

    <0.01% of the 13F portfolio, value $334,679.

    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 5,403 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,557.

    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).