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Private Advisor Group, LLC: PWB position timeline

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

Private Advisor Group, LLC held 123,695 PWB 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 123,695 shares
    Change vs previous 13F +21,752 shares

    0.1% of the 13F portfolio, value $20,837,611.

    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 101,943 shares
    Change vs previous 13F +11,606 shares

    0.06% of the 13F portfolio, value $12,837,642.

    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 90,337 shares
    Change vs previous 13F -1,485 shares

    0.05% of the 13F portfolio, value $11,482,700.

    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 91,822 shares
    Change vs previous 13F -482 shares

    0.06% of the 13F portfolio, value $11,516,275.

    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 92,304 shares
    Change vs previous 13F -1,007 shares

    0.06% of the 13F portfolio, value $10,840,091.

    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 93,311 shares
    Change vs previous 13F -1,932 shares

    0.05% of the 13F portfolio, value $8,961,540.

    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 95,243 shares
    Change vs previous 13F -2,090 shares

    0.05% of the 13F portfolio, value $9,689,750.

    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 97,333 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,605,005.

    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).