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Private Advisor Group, LLC: XSOE position timeline

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

Private Advisor Group, LLC held 49,618 XSOE 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 49,618 shares
    Change vs previous 13F -55,969 shares

    0.01% of the 13F portfolio, value $2,440,200.

    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 105,587 shares
    Change vs previous 13F +3,671 shares

    0.02% of the 13F portfolio, value $4,234,070.

    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 101,916 shares
    Change vs previous 13F +1,460 shares

    0.02% of the 13F portfolio, value $3,976,754.

    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 100,456 shares
    Change vs previous 13F -1,724 shares

    0.02% of the 13F portfolio, value $3,811,296.

    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 102,180 shares
    Change vs previous 13F -3,051 shares

    0.02% of the 13F portfolio, value $3,523,153.

    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 105,231 shares
    Change vs previous 13F -23,815 shares

    0.02% of the 13F portfolio, value $3,248,481.

    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 129,046 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $3,933,329.

    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 128,904 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,257,679.

    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).