Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,004,759 | 48,329 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,085,246 | 50,150 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,026,212 | 49,986 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $894,223 | 44,181 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $875,864 | 43,925 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $766,862 | 35,668 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $693,715 | 36,131 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $428,506 | 22,353 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $1,241,575 | 69,948 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $384,166 | 22,908 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $748,572 | 42,972 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $6,755 | 372 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $408,177 | 21,816 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $513,242 | 27,027 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $608,725 | 28,326 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,193,491 | 45,833 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $729,725 | 26,268 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,215,302 | 42,198 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $820,923 | 28,037 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $524,750 | 17,422 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $1,424,317 | 49,013 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $1,901,991 | 69,670 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $482,390 | 19,827 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $1,049,269 | 51,867 | Shares | Defined | 2020-05-18 |