Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,066,183 | 430,731 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $9,699,882 | 421,734 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $9,143,414 | 428,263 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $128,865 | 6,977 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $6,921,575 | 344,357 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $131,017 | 6,654 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $6,374,511 | 318,885 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $378,300 | 19,410 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $712,386 | 37,494 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $80,810 | 4,333 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $5,358,180 | 289,475 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $4,959,257 | 276,590 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $62,196 | 3,633 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $3,841,815 | 233,545 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $3,749,515 | 213,283 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $4,223,648 | 202,282 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $5,522,324 | 249,653 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,180,407 | 58,436 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $3,495,049 | 169,745 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $992,147 | 51,380 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $2,639,145 | 151,675 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $655,735 | 42,415 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $2,507,506 | 173,290 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $3,014,264 | 232,045 | Shares | Defined | 2020-05-18 |