Advisor Group Holdings, Inc.
Holdings in DBE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $51,152 | 2,928 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $78,400 | 4,122 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $72,209 | 3,876 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $57,408 | 2,929 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $56,132 | 3,026 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $3,718 | 200 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $59,813 | 2,866 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $331 | 16 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $109,861 | 5,725 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $60,866 | 2,600 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $124,700 | 6,298 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $308 | 15 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $616,873 | 27,211 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $599,649 | 26,498 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $564,722 | 21,579 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $564,652 | 24,465 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $1,263 | 74 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,253 | 74 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $19,861 | 1,274 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $966 | 74 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $802 | 74 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $1,231 | 129 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $1,195 | 129 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $1,615 | 199 | Shares | Defined | 2020-05-18 |