Advisor Group Holdings, Inc.
Holdings in LAKE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,437 | 502 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $7,340 | 496 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $6,750 | 496 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $8,266 | 407 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $6,489 | 254 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $3,939 | 196 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $164,846 | 7,186 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $7,320 | 400 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $35,281 | 1,903 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $6,028 | 400 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $5,756 | 400 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $1,606 | 110 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $130,074 | 9,780 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $1,268 | 110 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $173,644 | 11,305 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,803 | 94 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $153,853 | 7,090 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $148,890 | 7,090 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $2,099 | 94 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $14,208 | 510 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $24,797 | 910 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $25,819 | 1,304 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $8,972 | 400 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $89,652 | 5,784 | Shares | Defined | 2020-05-18 |