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Disclosery

Private Advisor Group, LLC: WMS position timeline

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

Private Advisor Group, LLC held 2,531 WMS 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 2,531 shares
    Change vs previous 13F +922 shares

    <0.01% of the 13F portfolio, value $397,323.

    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 1,609 shares
    Change vs previous 13F -275 shares

    <0.01% of the 13F portfolio, value $220,624.

    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 1,884 shares
    Change vs previous 13F -7,470 shares

    <0.01% of the 13F portfolio, value $272,929.

    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 9,354 shares
    Change vs previous 13F -4,499 shares

    0.01% of the 13F portfolio, value $1,297,362.

    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 13,853 shares
    Change vs previous 13F +713 shares

    0.01% of the 13F portfolio, value $1,591,155.

    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 13,140 shares
    Change vs previous 13F -99 shares

    0.01% of the 13F portfolio, value $1,427,690.

    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 13,239 shares
    Change vs previous 13F +515 shares

    0.01% of the 13F portfolio, value $1,530,483.

    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 12,724 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,999,637.

    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).