Advisor Group Holdings, Inc.
Holdings in CLPT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $16,210 | 1,185 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $91,300 | 4,190 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $41,849 | 3,505 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $41,674 | 3,505 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,538 | 100 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $8,127 | 725 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $3,907 | 725 | Shares | Defined | 2024-08-13 |
| 2023-12-31 | $5,628 | 829 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $2,474 | 494 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $4,669 | 645 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $2,464 | 292 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $11,163 | 1,318 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $18,047 | 1,742 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $22,550 | 1,728 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $19,071 | 1,832 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $10,434 | 930 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $8,111 | 457 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $9,716 | 509 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $12,895 | 610 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $1,589 | 100 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $5,460 | 1,000 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $3,560 | 1,000 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $3,580 | 1,000 | Shares | Defined | 2020-05-18 |