Advisor Group Holdings, Inc.
Holdings in CBFV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $25,552 | 733 | Shares | Defined | 2026-02-17 |
| 2023-03-31 | $32,239 | 1,485 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $31,823 | 1,485 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $33,292 | 1,530 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $34,975 | 1,530 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $35,640 | 1,485 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $35,743 | 1,485 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $39,513 | 1,685 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $37,322 | 1,685 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $37,289 | 1,685 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $33,716 | 1,685 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $32,149 | 1,685 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $36,766 | 1,685 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $32,537 | 1,685 | Shares | Defined | 2020-05-18 |