Skip to content
Disclosery

Private Advisor Group, LLC: SHV position timeline

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

Private Advisor Group, LLC held 27,494 SHV 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 27,494 shares
    Change vs previous 13F -23,684 shares

    0.01% of the 13F portfolio, value $3,033,920.

    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 51,178 shares
    Change vs previous 13F +2,786 shares

    0.03% of the 13F portfolio, value $5,649,505.

    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 48,392 shares
    Change vs previous 13F -36,985 shares

    0.03% of the 13F portfolio, value $5,330,409.

    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 85,377 shares
    Change vs previous 13F -4,667 shares

    0.05% of the 13F portfolio, value $9,433,243.

    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 90,044 shares
    Change vs previous 13F +18,629 shares

    0.05% of the 13F portfolio, value $9,942,655.

    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 71,415 shares
    Change vs previous 13F +2,483 shares

    0.05% of the 13F portfolio, value $7,888,511.

    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 68,932 shares
    Change vs previous 13F -28,573 shares

    0.04% of the 13F portfolio, value $7,590,074.

    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 97,505 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,786,992.

    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).