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Private Advisory Group LLC: TIP position timeline

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

Private Advisory Group LLC held 36,242 TIP 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 36,242 shares
    Change vs previous 13F +6,142 shares

    0.22% of the 13F portfolio, value $3,965,911.

    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 30,100 shares
    Change vs previous 13F +2,210 shares

    0.23% of the 13F portfolio, value $3,321,836.

    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 27,890 shares
    Change vs previous 13F +2,939 shares

    0.24% of the 13F portfolio, value $3,065,390.

    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 24,951 shares
    Change vs previous 13F +3,187 shares

    0.24% of the 13F portfolio, value $2,775,050.

    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 21,764 shares
    Change vs previous 13F -777 shares

    0.22% of the 13F portfolio, value $2,394,911.

    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 22,541 shares
    Change vs previous 13F -1,554 shares

    0.29% of the 13F portfolio, value $2,504,080.

    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 24,095 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,567,322.

    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).