Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in BWG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,006 | 1,315 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $163,800 | 18,871 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $152,039 | 18,296 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $121,525 | 14,554 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $81,752 | 10,219 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $1,175 | 133 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $114,500 | 13,862 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $85,631 | 10,098 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $101,239 | 12,110 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $78,764 | 10,488 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $68,412 | 8,509 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $67,755 | 8,512 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $69,372 | 8,512 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $64,891 | 8,516 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $73,472 | 8,726 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $88,054 | 8,701 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $399,498 | 34,116 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $242,011 | 19,330 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $92,242 | 7,315 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $293,383 | 24,327 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $94,986 | 7,605 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $301,688 | 26,211 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $87,761 | 7,605 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $421,462 | 39,987 | Shares | Defined | 2020-05-18 |