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Disclosery

Private Advisory Group LLC: TER position timeline

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

Private Advisory Group LLC held 42,504 TER 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 42,504 shares
    Change vs previous 13F +33,294 shares

    1.14% of the 13F portfolio, value $20,565,135.

    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 9,210 shares
    Change vs previous 13F +970 shares

    0.19% of the 13F portfolio, value $2,730,397.

    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 8,240 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,594,934.

    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).