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Private Advisory Group LLC: CWB position timeline

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

Private Advisory Group LLC held 29,182 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,182 shares
    Change vs previous 13F +5,626 shares

    0.17% of the 13F portfolio, value $3,146,351.

    13F-HR 0001632965-26-000005 filed by Private Advisory 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 23,556 shares
    Change vs previous 13F -120 shares

    0.15% of the 13F portfolio, value $2,155,845.

    13F-HR 0001632965-26-000003 filed by Private Advisory 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 23,676 shares
    Change vs previous 13F +1,187 shares

    0.17% of the 13F portfolio, value $2,111,899.

    13F-HR 0001632965-26-000002 filed by Private Advisory 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 22,489 shares
    Change vs previous 13F +4,992 shares

    0.18% of the 13F portfolio, value $2,035,255.

    13F-HR 0001632965-25-000009 filed by Private Advisory 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 17,497 shares
    Change vs previous 13F -5,294 shares

    0.14% of the 13F portfolio, value $1,446,302.

    13F-HR 0001632965-25-000008 filed by Private Advisory 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 22,791 shares
    Change vs previous 13F -153 shares

    0.2% of the 13F portfolio, value $1,746,246.

    13F-HR 0001632965-25-000005 filed by Private Advisory 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/A 22,944 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,787,108.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).