Advisor Group Holdings, Inc.
Holdings in CGBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $712,816 | 57,071 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $737,450 | 58,996 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $740,430 | 54,125 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $989,229 | 61,139 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,793 | 100 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $1,204 | 71 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,271,816 | 71,692 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $318,241 | 19,548 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $647,977 | 43,314 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $822,149 | 56,700 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $131,462 | 9,029 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $515,378 | 37,840 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $525,477 | 36,721 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $387,026 | 33,831 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $411,911 | 32,434 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $389,594 | 27,074 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $32,045 | 2,334 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $465,769 | 34,733 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $387,700 | 29,349 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $101,706 | 7,705 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $90,544 | 8,825 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $281,600 | 31,605 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $150,712 | 17,586 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $53,244 | 10,200 | Shares | Defined | 2020-05-18 |