Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in CEV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $40,160 | 4,000 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $100,800 | 10,000 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $96,900 | 10,000 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $20,040 | 2,000 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $20,080 | 2,000 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $102,178 | 9,400 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $102,272 | 9,400 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $574,001 | 54,100 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $20,680 | 2,000 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $495,556 | 54,100 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $19,980 | 2,000 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $548,328 | 53,600 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $574,848 | 57,600 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $597,897 | 62,281 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $623,791 | 58,517 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $22,960 | 2,000 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $174,666 | 12,900 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $27,240 | 2,000 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $27,960 | 2,000 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $124,550 | 9,400 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $101,380 | 7,400 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $98,420 | 7,400 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $26,360 | 2,000 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $98,494 | 7,400 | Shares | Defined | 2020-05-18 |