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Private Advisory Group LLC: IBKR position timeline

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

Private Advisory Group LLC held 17,826 IBKR 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 17,826 shares
    Change vs previous 13F +3,547 shares

    0.09% of the 13F portfolio, value $1,551,575.

    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 14,279 shares
    Change vs previous 13F +698 shares

    0.07% of the 13F portfolio, value $957,693.

    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 13,581 shares
    Change vs previous 13F -390 shares

    0.07% of the 13F portfolio, value $873,394.

    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 13,971 shares
    Change vs previous 13F -7,388 shares

    0.08% of the 13F portfolio, value $961,345.

    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 21,359 shares
    Change vs previous 13F +18,802 shares

    0.11% of the 13F portfolio, value $1,183,519.

    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 2,557 shares
    Change vs previous 13F -3,615 shares

    0.05% of the 13F portfolio, value $423,452.

    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 6,172 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,090,407.

    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).