Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in DMB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $225,833 | 20,549 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $225,181 | 21,045 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $52,305 | 5,118 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $76,431 | 7,231 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $50,114 | 4,842 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $53,780 | 4,819 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $147,442 | 13,936 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $141,626 | 13,631 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $324,661 | 31,490 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $541,235 | 54,560 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $89,520 | 8,312 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $68,647 | 5,923 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $64,836 | 6,169 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $68,614 | 6,003 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $64,191 | 4,934 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $56,093 | 4,520 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $840,769 | 58,468 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $811,746 | 52,035 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $36,210 | 2,465 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $815,713 | 57,811 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $34,405 | 2,454 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $32,925 | 2,448 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $31,965 | 2,442 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $30,231 | 2,440 | Shares | Defined | 2020-05-18 |