Advisor Group Holdings, Inc.
Holdings in MBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $37,797 | 5,279 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $39,328 | 5,279 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $23,600 | 5,438 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $111,636 | 22,417 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $465 | 72 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $66,491 | 18,625 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $3,683 | 671 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $47 | 7 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $416 | 68 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $27,513 | 3,816 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $15,906 | 1,841 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $1,898 | 205 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $280,399 | 21,821 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $177,569 | 19,301 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $263,771 | 21,358 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $286,484 | 18,615 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $4,973 | 315 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $4,047 | 315 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $57,893 | 5,263 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $67 | 7 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $25,063 | 3,809 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $33,311 | 5,497 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $40,353 | 5,566 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $94,069 | 13,175 | Shares | Defined | 2020-05-18 |