Advisor Group Holdings, Inc.
Holdings in JOF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $41,550 | 3,750 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $53,479 | 5,074 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $54,986 | 5,704 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $53,066 | 6,325 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $35,711 | 4,656 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $37,570 | 4,543 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $35,951 | 4,743 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $9,576 | 1,200 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $2,201 | 290 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $355 | 50 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $23,040 | 3,200 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $25,567 | 3,700 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $27,216 | 4,200 | Shares | Sole | 2023-02-10 |
| 2021-12-31 | $118,050 | 15,000 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $135,750 | 15,000 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $135,300 | 15,000 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $139,500 | 15,000 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $135,600 | 15,000 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $130,050 | 15,000 | Shares | Defined | 2020-11-12 |
| 2020-03-31 | $4,230 | 600 | Shares | Defined | 2020-05-18 |