Advisor Group Holdings, Inc.
Holdings in HALO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,295,181 | 197,551 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $3,366,159 | 45,898 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $111,634 | 2,146 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $145,359 | 2,278 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $17,259 | 361 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $65,310 | 1,141 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $282,325 | 5,392 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $16,556 | 407 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $299,006 | 8,090 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $199,251 | 5,216 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $164,082 | 4,549 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $163,070 | 4,270 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $1,093,673 | 19,221 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $445,891 | 11,277 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $1,773,200 | 40,300 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $207,333 | 5,199 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $401,616 | 9,988 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,068,376 | 26,263 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $142,587 | 3,140 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $379,545 | 9,104 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $524,735 | 12,286 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $200,437 | 7,627 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $63,593 | 2,372 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $110,728 | 6,155 | Shares | Defined | 2020-05-18 |