Skip to content

Private Advisory Group LLC: IWM position timeline

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

Private Advisory Group LLC held 20,841 IWM 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 20,841 shares
    Change vs previous 13F +907 shares

    0.35% of the 13F portfolio, value $6,261,678.

    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 19,934 shares
    Change vs previous 13F +1,582 shares

    0.34% of the 13F portfolio, value $4,943,632.

    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 18,352 shares
    Change vs previous 13F +2,136 shares

    0.36% of the 13F portfolio, value $4,517,528.

    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 16,216 shares
    Change vs previous 13F +2,122 shares

    0.34% of the 13F portfolio, value $3,923,623.

    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 14,094 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,041,344.

    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).