Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in IAE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,093,026 | 150,141 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,093,807 | 145,841 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,039,519 | 147,659 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $845,135 | 136,975 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $13,132 | 2,167 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $14,398 | 2,102 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $678,272 | 106,983 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $47,766 | 7,546 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $626,740 | 104,283 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $579 | 100 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $697,946 | 113,672 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $729,682 | 113,835 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $553,232 | 90,250 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $11,692 | 1,952 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $554,426 | 79,659 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $622,636 | 76,585 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $15,538 | 1,916 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $16,391 | 1,906 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $503,032 | 51,859 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $3,599 | 387 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $378,235 | 43,828 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $54,584 | 6,892 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $276,503 | 36,050 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $45,543 | 6,996 | Shares | Defined | 2020-05-18 |