Advisor Group Holdings, Inc.
Holdings in CALX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,339,445 | 176,449 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $12,362,925 | 201,449 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $115,846 | 2,178 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $78,499 | 2,215 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $12,030 | 345 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $2,327 | 60 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $79,186 | 2,235 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $95,732 | 2,887 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $27,655 | 633 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $45,473 | 992 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $227,788 | 4,564 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $68,916 | 1,286 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $7,458 | 109 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $200,477 | 3,279 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $102,590 | 3,005 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $311,226 | 7,253 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $610,969 | 7,640 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $330,983 | 6,696 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $280,250 | 5,900 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $18,092 | 522 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $61,365 | 2,062 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $35,560 | 2,000 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $14,900 | 1,000 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $7,080 | 1,000 | Shares | Defined | 2020-05-18 |