Advisor Group Holdings, Inc.
Holdings in LOB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,110,638 | 32,333 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $388,864 | 11,041 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,370 | 46 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,226 | 46 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $322,371 | 8,151 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $506,243 | 10,687 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $399,964 | 11,408 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $38,106 | 918 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $22,750 | 500 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $26,141 | 903 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $32,597 | 1,239 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $22,834 | 937 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $27,180 | 900 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $120,778 | 3,947 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $138,169 | 4,077 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $176,791 | 3,474 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $267,718 | 3,067 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $80,491 | 1,265 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $197,414 | 3,346 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $235,194 | 3,434 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $14,854 | 313 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $7,826 | 309 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $78,963 | 5,442 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $13,405 | 1,075 | Shares | Defined | 2020-05-18 |