Advisor Group Holdings, Inc.
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,155,073 | 93,756 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,050,234 | 83,684 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $987,840 | 84,866 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $17,955 | 1,500 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $22,579 | 1,899 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $24,098 | 1,871 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $844,907 | 68,469 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $551,748 | 45,979 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $918,599 | 78,312 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $505,460 | 48,602 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $1,335,929 | 113,023 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $1,783,762 | 146,210 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $1,252,971 | 103,981 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $377,194 | 32,771 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $483,023 | 37,531 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $389,985 | 27,976 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $446,465 | 26,201 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $398,942 | 24,460 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,396,686 | 84,699 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $328,505 | 20,964 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $299,055 | 19,109 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $287,330 | 19,533 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $606,900 | 42,000 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $696,550 | 49,261 | Shares | Defined | 2020-05-18 |