Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in IDE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $603,659 | 49,078 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $607,009 | 50,042 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $592,215 | 50,660 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $517,795 | 48,941 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $3,136 | 309 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $3,419 | 301 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $570,895 | 55,806 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $46,551 | 4,425 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $550,870 | 54,113 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $50,422 | 5,347 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $543,333 | 55,049 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $512,974 | 53,158 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $410,623 | 44,779 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $16,026 | 1,813 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $449,654 | 46,024 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $21,085 | 1,813 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $27,941 | 2,313 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $104,185 | 8,295 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $442,137 | 34,515 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $153,351 | 12,387 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $248,631 | 24,139 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $3,775,688 | 397,023 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $3,507,120 | 388,816 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $25,197,861 | 3,099,368 | Shares | Defined | 2020-05-18 |