Skip to content
Disclosery

Private Advisor Group, LLC: WM position timeline

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

Private Advisor Group, LLC held 86,185 WM 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 86,185 shares
    Change vs previous 13F -11,555 shares

    0.09% of the 13F portfolio, value $19,208,955.

    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 97,740 shares
    Change vs previous 13F -1,225 shares

    0.11% of the 13F portfolio, value $22,459,811.

    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 98,965 shares
    Change vs previous 13F +10,388 shares

    0.1% of the 13F portfolio, value $21,743,497.

    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 88,577 shares
    Change vs previous 13F -3,759 shares

    0.1% of the 13F portfolio, value $19,560,410.

    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 92,336 shares
    Change vs previous 13F +3,856 shares

    0.11% of the 13F portfolio, value $21,128,085.

    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 88,480 shares
    Change vs previous 13F +637 shares

    0.12% of the 13F portfolio, value $20,483,997.

    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 87,843 shares
    Change vs previous 13F +11,861 shares

    0.1% of the 13F portfolio, value $17,725,946.

    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 75,982 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,774,031.

    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).