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Disclosery

Private Advisory Group LLC: UI position timeline

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

Private Advisory Group LLC held 1,819 UI 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 1,819 shares
    Change vs previous 13F +256 shares

    0.05% of the 13F portfolio, value $971,401.

    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 1,563 shares
    Change vs previous 13F +320 shares

    0.09% of the 13F portfolio, value $1,235,223.

    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 1,243 shares
    Change vs previous 13F -529 shares

    0.05% of the 13F portfolio, value $687,814.

    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 1,772 shares
    Change vs previous 13F -755 shares

    0.1% of the 13F portfolio, value $1,170,548.

    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 2,527 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,040,093.

    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).