Private Advisory - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Private Advisory going back to Feb. 7, 2017
- Private Advisory Group 2023 Q2 restated - filed Jan. 12, 2024
- Private Advisory Group 2023 Q3 - filed Nov. 13, 2023 - new!
- Private Advisory Group 2023 Q2 - filed Aug. 11, 2023
- Private Advisory Group 2023 Q1 - filed May 12, 2023
- Private Advisory Group 2022 Q4 - filed Feb. 14, 2023
- Private Advisory Group 2022 Q3 - filed Nov. 14, 2022
- Private Advisory Group 2022 Q2 - filed Aug. 12, 2022
- Private Advisory Group 2022 Q1 - filed May 13, 2022
- Private Advisory Group 2021 Q4 - filed Jan. 27, 2022
- Private Advisory Group 2021 Q3 - filed Oct. 22, 2021
- Private Advisory Group 2021 Q2 - filed Aug. 2, 2021
- Private Advisory Group 2021 Q1 - filed April 8, 2021
- Private Advisory Group 2020 Q4 - filed Feb. 5, 2021
- Private Advisory Group 2020 Q3 - filed Oct. 13, 2020
- Private Advisory Group 2020 Q2 - filed July 21, 2020
- Private Advisory Group 2020 Q1 - filed April 24, 2020
- Private Advisory Group 2019 Q4 - filed Jan. 30, 2020
- Private Advisory Group 2019 Q3 - filed Oct. 23, 2019
- Private Advisory Group 2019 Q2 - filed July 25, 2019
- Private Advisory Group 2019 Q1 - filed April 17, 2019
- Private Advisory Group 2018 Q4 - filed Feb. 11, 2019
- Private Advisory Group 2018 Q3 - filed Nov. 7, 2018
- Private Advisory Group 2018 Q2 - filed Aug. 7, 2018
- Private Advisory Group 2018 Q1 - filed May 1, 2018
- Private Advisory Group 2017 Q4 - filed Jan. 30, 2018
- Private Advisory Group 2017 Q3 - filed Nov. 8, 2017
- Private Advisory Group 2017 Q2 - filed Aug. 15, 2017
- Private Advisory 2016 Q4 amended - filed May 24, 2017
- Private Advisory 2017 Q1 - filed May 16, 2017
- Private Advisory 2016 Q4 - filed Feb. 7, 2017