Advisor Group Holdings, Inc.
Holdings in OCC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $556 | 125 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,015 | 125 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $363 | 125 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $418 | 150 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $90 | 25 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $67 | 25 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $67 | 25 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $70 | 25 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $67 | 25 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $74 | 25 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $101 | 25 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $107 | 25 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $110 | 25 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $24 | 7 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $25 | 7 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $29 | 7 | Shares | Defined | 2022-05-04 |