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Private Advisory Group LLC: FPE position timeline

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

Private Advisory Group LLC held 192,301 FPE 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 192,301 shares
    Change vs previous 13F +17,128 shares

    0.19% of the 13F portfolio, value $3,438,342.

    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 175,173 shares
    Change vs previous 13F -143 shares

    0.22% of the 13F portfolio, value $3,109,321.

    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 175,316 shares
    Change vs previous 13F +6,563 shares

    0.25% of the 13F portfolio, value $3,194,258.

    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 168,753 shares
    Change vs previous 13F +7,981 shares

    0.27% of the 13F portfolio, value $3,078,055.

    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 160,772 shares
    Change vs previous 13F +14,307 shares

    0.27% of the 13F portfolio, value $2,861,742.

    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 146,465 shares
    Change vs previous 13F +2,084 shares

    0.29% of the 13F portfolio, value $2,576,319.

    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 144,381 shares
    Change vs previous 13F +2,850 shares

    0.29% of the 13F portfolio, value $2,555,544.

    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).

  8. period ended2024-09-30
    13F 141,531 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,561,711.

    13F-HR 0001632965-24-000012 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).