Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $27,956,592 | 3,344,090 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $28,660,806 | 3,461,450 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $189,009 | 23,277 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $19,436,133 | 2,657,751 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $29,818 | 3,527 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $19,593 | 2,592 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $15,386,481 | 2,030,227 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $1,732,381 | 234,055 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $12,520,253 | 1,769,197 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $3,108,317 | 392,306 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $13,121,032 | 1,590,814 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $23,247 | 3,032 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $8,735,616 | 1,204,265 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $8,737,528 | 1,035,866 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $7,884,792 | 933,675 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $6,447,765 | 464,935 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $3,628,348 | 257,970 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $3,603,646 | 286,040 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $335,708 | 29,378 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $2,341,212 | 176,590 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $386,513 | 33,478 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $2,192,128 | 200,829 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $296,763 | 29,502 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $2,701,729 | 338,050 | Shares | Defined | 2020-05-18 |