Advisor Group Holdings, Inc.
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,475,682 | 117,678 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,642,952 | 128,456 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,544,339 | 127,526 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,393,711 | 120,877 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,307,658 | 111,101 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $28,903 | 2,462 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $1,256,019 | 108,216 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $147,302 | 12,670 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $140,393 | 12,670 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $308,050 | 30,159 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $1,663,133 | 145,737 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $1,547,319 | 137,465 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $1,079,021 | 101,666 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $1,994,696 | 192,715 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $2,556,605 | 217,895 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $91,611 | 6,008 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $4,158,051 | 231,328 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $891,839 | 50,941 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $4,366,637 | 232,721 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $3,602,694 | 209,392 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $3,107,580 | 193,189 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $2,079,818 | 154,669 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $1,114,510 | 87,508 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $925,019 | 89,285 | Shares | Defined | 2020-05-18 |