Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in JPC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,246,778 | 1,140,170 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $9,898,818 | 1,207,173 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $405,226 | 50,527 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $508,890 | 63,931 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $21,127 | 2,688 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $4,569,193 | 566,195 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $4,178,710 | 559,399 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $3,007,992 | 418,358 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $1,367,345 | 202,270 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $149,356 | 23,595 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $163,658 | 25,256 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $824,781 | 125,347 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $980,083 | 134,627 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $335,753 | 48,310 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $721,700 | 94,340 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,346,500 | 156,935 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $1,061,429 | 108,753 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,931,688 | 195,120 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,292,030 | 129,462 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $1,680,270 | 177,057 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $1,814,072 | 190,955 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $966,722 | 113,866 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $926,187 | 112,538 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $853,333 | 116,258 | Shares | Defined | 2020-05-18 |