Advisor Group Holdings, Inc.
Holdings in HPI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $742,748 | 45,877 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $776,742 | 44,769 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $711,331 | 44,486 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $712,324 | 42,937 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $663,453 | 39,895 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $918,506 | 48,470 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $877,508 | 52,514 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $271,002 | 16,296 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $755,655 | 47,887 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $5,828 | 400 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $6,092 | 400 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $6,400 | 400 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $469,574 | 29,257 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $500,368 | 31,234 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $818,855 | 46,765 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $579,339 | 29,940 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $422,407 | 20,357 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,113,377 | 51,785 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $648,777 | 30,036 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $356,516 | 17,248 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $425,481 | 21,620 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $415,940 | 22,101 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $992,826 | 50,758 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $368,677 | 22,942 | Shares | Defined | 2020-05-18 |