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Private Advisor Group, LLC: SMR position timeline

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

Private Advisor Group, LLC held 58,327 SMR 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 58,327 shares
    Change vs previous 13F -30,813 shares

    <0.01% of the 13F portfolio, value $585,020.

    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 89,140 shares
    Change vs previous 13F -4,627 shares

    <0.01% of the 13F portfolio, value $966,284.

    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 93,767 shares
    Change vs previous 13F +17,072 shares

    0.01% of the 13F portfolio, value $1,328,695.

    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 76,695 shares
    Change vs previous 13F +10,725 shares

    0.01% of the 13F portfolio, value $2,761,020.

    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 65,970 shares
    Change vs previous 13F +4,477 shares

    0.01% of the 13F portfolio, value $2,609,773.

    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 61,493 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $870,741.

    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 61,374 shares
    Change vs previous 13F +25,904 shares

    0.01% of the 13F portfolio, value $1,100,439.

    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 35,470 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $410,742.

    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).