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Private Advisor Group, LLC: WTMF position timeline

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

Private Advisor Group, LLC held 25,508 WTMF 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 25,508 shares
    Change vs previous 13F +1,408 shares

    <0.01% of the 13F portfolio, value $1,042,006.

    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 24,100 shares
    Change vs previous 13F +380 shares

    <0.01% of the 13F portfolio, value $956,426.

    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 23,720 shares
    Change vs previous 13F -983 shares

    <0.01% of the 13F portfolio, value $901,837.

    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 24,703 shares
    Change vs previous 13F -633 shares

    <0.01% of the 13F portfolio, value $935,879.

    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 25,336 shares
    Change vs previous 13F -268 shares

    <0.01% of the 13F portfolio, value $894,511.

    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 25,604 shares
    Change vs previous 13F +1,556 shares

    0.01% of the 13F portfolio, value $873,861.

    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 24,048 shares
    Change vs previous 13F +377 shares

    <0.01% of the 13F portfolio, value $840,000.

    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 23,671 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $840,806.

    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).