Advisor Group Holdings, Inc.
Holdings in CDLX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $35,659 | 31,008 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $79,757 | 32,822 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,536 | 934 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $3,217 | 1,768 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $3,094 | 834 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $19,539 | 6,106 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $50,130 | 6,106 | Shares | Defined | 2024-08-13 |
| 2023-09-30 | $4,950 | 300 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $1,896 | 300 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $1,018 | 300 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $520 | 90 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $2,914 | 310 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $111 | 5 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $16,988 | 309 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $3,767 | 57 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $28,371 | 338 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $20,435 | 161 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $131,749 | 1,201 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $1,500,512 | 10,510 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $43,894 | 622 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $52,904 | 756 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $18,039 | 516 | Shares | Defined | 2020-05-18 |