Advisor Group Holdings, Inc.
Holdings in HGTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $40,776 | 3,034 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $65,605 | 5,449 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $50,034 | 4,949 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,808 | 200 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $482 | 50 | Shares | Defined | 2025-06-06 |
| 2024-03-31 | $2,973 | 325 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $242,158 | 31,046 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $2,655 | 325 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $2,808 | 300 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $2,840 | 325 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $4,338 | 516 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $2,697 | 300 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $4,596 | 400 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $6,797 | 630 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $42,483 | 2,996 | Shares | Defined | 2022-02-03 |