Advisor Group Holdings, Inc.
Holdings in CCLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,196 | 4,177 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $13,408 | 4,177 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $9,857 | 4,177 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $7,418 | 5,337 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $5,490 | 1,500 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $264 | 100 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $192 | 100 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $116 | 100 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $4,712 | 3,100 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $3,565 | 3,100 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $9,145 | 3,100 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $4,221 | 1,260 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $8,711 | 3,100 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $12,958 | 3,100 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $117,357 | 34,265 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $627,810 | 121,905 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $770,439 | 121,905 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $17,221 | 2,260 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $992,760 | 117,905 | Shares | Defined | 2021-08-02 |