Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in CIK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $209,841 | 74,149 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $9,830 | 3,355 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $4,218 | 1,425 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $17,400 | 6,000 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $14,450 | 5,000 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $15,450 | 5,000 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $14,850 | 5,000 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $14,750 | 5,000 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $3,130 | 1,000 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $48,767 | 18,829 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $2,940 | 1,000 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $12,526 | 4,874 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $49,550 | 19,663 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $2,650 | 1,000 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $2,730 | 1,000 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $3,050 | 1,000 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $51,676 | 15,066 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $3,470 | 1,000 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $3,520 | 1,000 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $6,760 | 2,000 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $3,150 | 1,000 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $4,410 | 1,500 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $4,065 | 1,500 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $25,154 | 10,525 | Shares | Defined | 2020-05-18 |