Advisor Group Holdings, Inc.
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,926,336 | 142,529 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $12,127 | 857 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $11,489 | 857 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $11,012 | 857 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $27,403 | 2,275 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $1,422,334 | 104,776 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $1,136,269 | 94,020 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $200,101 | 16,990 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $1,081,099 | 92,890 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $127,187 | 12,060 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $143,243 | 12,631 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $283,310 | 24,301 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $820,466 | 70,616 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $278,650 | 25,166 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $986,554 | 76,011 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,181,568 | 77,869 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $489,857 | 30,601 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $625,901 | 41,330 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $355,614 | 22,284 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $494,648 | 33,839 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $409,145 | 30,610 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $252,302 | 21,067 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $226,049 | 19,489 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $440,210 | 44,913 | Shares | Defined | 2020-05-18 |