Advisor Group Holdings, Inc.
Holdings in AGD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,524,230 | 130,723 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,654,317 | 124,198 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,405,888 | 127,345 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,144,692 | 114,929 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $908,538 | 92,708 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $1,011,501 | 95,245 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $867,400 | 88,873 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $61,658 | 6,350 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $59,309 | 6,350 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $54,991 | 6,350 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,060,161 | 111,128 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $1,212,601 | 129,968 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $76,871 | 8,126 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $590,933 | 69,933 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $723,607 | 77,226 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $903,896 | 80,705 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $972,580 | 80,445 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $8,134 | 700 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $939,516 | 78,293 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $941,809 | 84,543 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $876,323 | 83,939 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $754,041 | 81,872 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $660,453 | 73,959 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $544,451 | 74,176 | Shares | Defined | 2020-05-18 |