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Private Advisor Group, LLC: PWP position timeline

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

Private Advisor Group, LLC held 72,315 PWP 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 72,315 shares
    Change vs previous 13F +303 shares

    0.01% of the 13F portfolio, value $1,154,143.

    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 72,012 shares
    Change vs previous 13F +288 shares

    0.01% of the 13F portfolio, value $1,307,735.

    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 71,724 shares
    Change vs previous 13F +268 shares

    0.01% of the 13F portfolio, value $1,240,816.

    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 71,456 shares
    Change vs previous 13F +220 shares

    0.01% of the 13F portfolio, value $1,523,441.

    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 71,236 shares
    Change vs previous 13F +271 shares

    0.01% of the 13F portfolio, value $1,383,408.

    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 70,965 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,305,756.

    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 70,965 shares
    Change vs previous 13F -1,777 shares

    0.01% of the 13F portfolio, value $1,691,805.

    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 72,742 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,404,648.

    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).