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Private Advisory Group LLC: PDP position timeline

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

Private Advisory Group LLC held 2,871 PDP 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 2,871 shares
    Change vs previous 13F -13,092 shares

    0.02% of the 13F portfolio, value $435,659.

    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 15,963 shares
    Change vs previous 13F +7,420 shares

    0.13% of the 13F portfolio, value $1,927,446.

    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 8,543 shares
    Change vs previous 13F -146 shares

    0.08% of the 13F portfolio, value $994,445.

    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 8,689 shares
    Change vs previous 13F -3,536 shares

    0.09% of the 13F portfolio, value $1,025,781.

    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 12,225 shares
    Change vs previous 13F +3,322 shares

    0.12% of the 13F portfolio, value $1,327,530.

    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 8,903 shares
    Change vs previous 13F -303 shares

    0.1% of the 13F portfolio, value $890,114.

    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 9,206 shares
    Change vs previous 13F -444 shares

    0.11% of the 13F portfolio, value $990,606.

    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 9,650 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $996,486.

    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).