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
- period ended2026-06-3013F 20,841 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,934 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,352 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,216 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,094 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).