Advisor Group Holdings, Inc.
Holdings in JMM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $17,183 | 2,845 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $17,788 | 2,828 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $28,982 | 4,615 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $11,196 | 1,800 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $5,438 | 899 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $5,615 | 883 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $7,731 | 1,295 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $7,886 | 1,295 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $7,653 | 1,295 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $14,529 | 2,590 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $7,511 | 1,295 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $7,523 | 1,295 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $10,566 | 1,800 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $7,627 | 1,295 | Shares | Defined | 2022-11-14 |
| 2022-03-31 | $8,417 | 1,295 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $9,816 | 1,295 | Shares | Defined | 2022-02-03 |
| 2021-06-30 | $3,976 | 533 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $3,874 | 533 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $3,832 | 533 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $3,720 | 533 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $3,677 | 533 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $3,251 | 533 | Shares | Defined | 2020-05-18 |