Advisor Group Holdings, Inc.
Holdings in CURI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $91,599 | 24,105 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $11,792 | 2,225 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $12,504 | 2,221 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $841 | 314 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $475 | 311 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $19 | 10 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $2,284 | 2,004 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $1,738 | 1,625 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $540 | 1,000 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $1,392 | 1,964 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $933 | 1,000 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $2,791 | 2,068 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $1,140 | 1,000 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $1,460 | 1,000 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $1,690 | 1,000 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $4,750 | 1,638 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $8,302 | 1,400 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $12,753 | 1,210 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $12,685 | 930 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $11,707 | 864 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $2,078 | 149 | Shares | Defined | 2021-02-10 |