Advisor Group Holdings, Inc.
Holdings in CLDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $181,895 | 26,710 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $178,184 | 26,555 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $188,050 | 26,980 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $187,519 | 26,300 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $233,997 | 26,145 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $221,451 | 25,992 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $223,224 | 26,200 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $2,780 | 275 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $309,699 | 28,890 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $274,878 | 28,723 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $256,987 | 27,456 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $253,060 | 24,124 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $303,118 | 24,704 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $247,115 | 25,037 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $276,308 | 26,441 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $354,416 | 25,701 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $41,160 | 3,000 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $372,167 | 30,381 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $394,220 | 30,631 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $65,800 | 5,000 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $340,848 | 31,560 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $60,586 | 7,951 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $235,203 | 38,432 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $254,849 | 42,904 | Shares | Defined | 2020-05-18 |