Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,164,429 | 133,746 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $845,332 | 34,086 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $3,886,365 | 166,155 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $3,059,809 | 127,865 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $2,611,021 | 118,575 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $74,721 | 3,218 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,830,116 | 90,555 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $1,221,082 | 62,110 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $18,970 | 1,000 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,893,250 | 106,602 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $1,647,686 | 80,769 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $2,110,104 | 98,973 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $1,739,028 | 76,073 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $1,575,395 | 75,162 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $2,688,340 | 117,139 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,791,883 | 70,105 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $2,276,932 | 87,072 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $2,337,466 | 102,162 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,832,440 | 73,592 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $1,881,948 | 80,117 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $1,725,174 | 81,995 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $1,494,613 | 78,293 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $1,048,707 | 54,450 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $1,258,124 | 71,525 | Shares | Defined | 2020-05-18 |