Advisor Group Holdings, Inc.
Holdings in CPHC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $15,400 | 1,000 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $16,390 | 1,000 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $18,850 | 1,000 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $18,250 | 1,000 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $33,825 | 1,650 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $36,670 | 1,900 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $28,392 | 1,300 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $14,004 | 600 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $26,559 | 1,300 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $32,752 | 1,650 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $29,692 | 1,300 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $14,766 | 600 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $40,638 | 1,300 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $83,957 | 3,770 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $97,529 | 3,770 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $84,900 | 3,770 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $138 | 8 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $60,131 | 3,770 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $55,268 | 3,770 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $51,573 | 3,770 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $45,126 | 3,770 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $45,503 | 3,770 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $41,243 | 3,770 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $39,170 | 3,770 | Shares | Defined | 2020-05-18 |