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Private Advisory Group LLC: FDM position timeline

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

Private Advisory Group LLC held 137,561 FDM 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 137,561 shares
    Change vs previous 13F -51,776 shares

    0.71% of the 13F portfolio, value $12,808,305.

    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 189,337 shares
    Change vs previous 13F -1,663 shares

    1.08% of the 13F portfolio, value $15,541,823.

    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 191,000 shares
    Change vs previous 13F +8,456 shares

    1.2% of the 13F portfolio, value $15,206,656.

    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 182,544 shares
    Change vs previous 13F +10,334 shares

    1.21% of the 13F portfolio, value $13,827,708.

    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 172,210 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $12,336,022.

    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).