Advisor Group Holdings, Inc.
Holdings in EPD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $35,595,384 | 1,110,274 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $8,791,341 | 281,143 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $42,286,847 | 1,363,652 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $39,754,800 | 1,164,464 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $2,149,508 | 68,543 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $2,132,016 | 73,240 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $23,203,358 | 800,668 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $9,974,919 | 341,841 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $1,138,214 | 43,196 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $11,505,908 | 420,384 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $18,587,472 | 705,407 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $11,770,694 | 454,467 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $27,891,060 | 1,156,346 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $12,774,994 | 537,216 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $3,679,430 | 150,982 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $11,620,176 | 450,220 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $9,106,766 | 414,698 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $9,463,906 | 437,334 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $9,055,673 | 375,287 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $8,955,157 | 406,683 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $6,219,822 | 317,500 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $801,057 | 50,732 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $5,734,924 | 315,626 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $5,397,020 | 377,414 | Shares | Defined | 2020-05-18 |