Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in IHD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $975,593 | 155,597 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $947,384 | 151,098 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $882,303 | 148,536 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $358,410 | 67,118 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $287,929 | 57,471 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $5,201 | 911 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $303,889 | 56,485 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $36,890 | 7,000 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $277,645 | 52,485 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $9,860 | 2,000 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $10,440 | 2,000 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $10,740 | 2,000 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $244,264 | 47,338 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $42,843 | 8,708 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $295,228 | 51,255 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $392,740 | 58,618 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $37,076 | 5,222 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $38,590 | 5,222 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $421,672 | 49,146 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $53,728 | 6,716 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $105,865 | 14,582 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $28,475 | 4,308 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $50,922 | 8,200 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $35,201 | 6,038 | Shares | Defined | 2020-05-18 |