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Private Advisory Group LLC: GS position timeline

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

Private Advisory Group LLC held 11,507 GS 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 11,507 shares
    Change vs previous 13F -347 shares

    0.65% of the 13F portfolio, value $11,637,835.

    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 11,854 shares
    Change vs previous 13F -908 shares

    0.7% of the 13F portfolio, value $10,028,365.

    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 12,762 shares
    Change vs previous 13F +475 shares

    0.88% of the 13F portfolio, value $11,217,798.

    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 12,287 shares
    Change vs previous 13F -1,401 shares

    0.85% of the 13F portfolio, value $9,784,752.

    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 13,688 shares
    Change vs previous 13F +13,104 shares

    0.91% of the 13F portfolio, value $9,687,682.

    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 584 shares
    Change vs previous 13F -18 shares

    0.04% of the 13F portfolio, value $319,033.

    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 602 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $344,717.

    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 592 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $293,105.

    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).