Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in EVG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,560,762 | 142,927 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,304,516 | 115,240 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,099,691 | 99,700 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $851,993 | 77,595 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $492,393 | 45,091 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $317,757 | 28,422 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $312,433 | 28,929 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $1,650,844 | 156,330 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $28,596 | 2,755 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $28,569 | 2,755 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $278,221 | 28,361 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $342,425 | 32,768 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,507,050 | 147,895 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $372,958 | 38,057 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $401,942 | 37,390 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $468,538 | 40,531 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $413,134 | 31,133 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $469,442 | 35,217 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $637,358 | 48,030 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $153,248 | 11,645 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $133,240 | 10,780 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $123,431 | 10,780 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $570,893 | 50,299 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $428,423 | 39,197 | Shares | Defined | 2020-05-18 |