Advisor Group Holdings, Inc.
Holdings in EPM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $15,671 | 4,427 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $25,290 | 5,247 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $37,872 | 8,058 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $22,833 | 4,408 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $48,931 | 9,356 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $8,841 | 1,665 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $23,746 | 4,506 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $10,223 | 1,665 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $948,860 | 163,315 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $4,746 | 694 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $25,138 | 3,115 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $8,240 | 1,306 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $9,860 | 1,306 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $10,913 | 1,568 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $4,400 | 806 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $12,222 | 1,800 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $9,372 | 1,856 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $4,862 | 856 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $4,245 | 856 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $2,724 | 806 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $2,297 | 806 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $1,120 | 500 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $1,400 | 500 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $1,305 | 500 | Shares | Defined | 2020-05-18 |