Advisor Group Holdings, Inc.
Holdings in ARR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $989,401 | 55,930 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $565,837 | 37,874 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $364,087 | 21,659 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $305,491 | 17,865 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $71,799 | 3,807 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $1,489 | 73 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $124,632 | 6,431 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $5,237,724 | 264,933 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $5,010,216 | 259,328 | Shares | Defined | 2024-02-12 |