Advisor Group Holdings, Inc.
Holdings in HEQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $292,744 | 27,232 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $297,337 | 27,919 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $295,308 | 27,912 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $283,140 | 27,225 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $201,055 | 19,692 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $345,225 | 31,470 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $229,951 | 22,132 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $562,337 | 53,607 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $213,090 | 21,203 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $670,091 | 70,020 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $732,005 | 67,904 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $881,309 | 75,779 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $412,769 | 35,893 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $1,044,179 | 88,640 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $250,218 | 21,259 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $276,475 | 21,251 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $218,881 | 16,837 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,585,102 | 126,303 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $221,688 | 16,706 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $200,102 | 16,606 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $433,106 | 37,859 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $288,266 | 27,298 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $158,551 | 14,106 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $143,316 | 14,106 | Shares | Defined | 2020-05-18 |