Private Advisor Group, LLC: UBS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on UBS, newest first. How the timeline and the estimate are built.
Private Advisor Group, LLC held 11,176 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 11,176 sharesChange vs previous 13F -15,044 shares
<0.01% of the 13F portfolio, value $553,884.
13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,220 sharesChange vs previous 13F +821 shares
<0.01% of the 13F portfolio, value $1,024,442.
13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,399 sharesChange vs previous 13F +3,906 shares
0.01% of the 13F portfolio, value $1,176,256.
13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,493 sharesChange vs previous 13F +1,320 shares
<0.01% of the 13F portfolio, value $881,241.
13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,173 sharesChange vs previous 13F -4,124 shares
<0.01% of the 13F portfolio, value $682,274.
13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,297 sharesChange vs previous 13F -9,901 shares
<0.01% of the 13F portfolio, value $744,222.
13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34,198 sharesChange vs previous 13F -764 shares
0.01% of the 13F portfolio, value $1,036,879.
13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,962 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,080,666.
13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).