Advisor Group Holdings, Inc.
Holdings in CVLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,170,206 | 81,128 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $204,826 | 1,085 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $33,122 | 190 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $301,478 | 1,911 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $17,052 | 113 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $270,314 | 1,757 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $122,906 | 1,011 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $53,351 | 526 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $79,850 | 1,000 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $67,610 | 1,000 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $166,879 | 2,298 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $124,260 | 2,190 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $110,095 | 1,752 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $128,355 | 2,420 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $326,827 | 5,196 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $419,131 | 6,317 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $97,590 | 1,416 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $735,929 | 9,772 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $657,878 | 8,416 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $113,907 | 1,766 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $97,783 | 1,766 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $21,134 | 518 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $18,537 | 479 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $63,513 | 1,569 | Shares | Defined | 2020-05-18 |