Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in DSM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $158,704 | 25,722 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $179,133 | 30,259 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $169,377 | 30,246 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $201,869 | 34,986 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $14,199 | 2,444 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $26,184 | 4,203 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $208,760 | 35,145 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $636,371 | 108,596 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $618,089 | 108,247 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $577,573 | 116,212 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $3,067,398 | 538,140 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $20,734 | 3,450 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $3,147,123 | 544,485 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $2,899,776 | 512,328 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $3,463,177 | 556,781 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,729,590 | 244,638 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $1,146,037 | 137,250 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,115,061 | 139,732 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $258,479 | 31,407 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $1,122,696 | 143,384 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $342,919 | 43,573 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $325,185 | 44,607 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $209,692 | 28,963 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $137,162 | 19,130 | Shares | Defined | 2020-05-18 |