Advisor Group Holdings, Inc.
Holdings in CIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $503,265 | 40,488 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $406,316 | 30,735 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $60,112 | 4,334 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $86,859 | 6,770 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $423,948 | 30,282 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $17,017 | 1,075 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $54,105 | 4,227 | Shares | Defined | 2024-08-13 |