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
- period ended2026-06-3013F 137,561 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 189,337 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 191,000 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 182,544 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 172,210 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).