Advisor Group Holdings, Inc.
Holdings in PBFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $40,440 | 3,000 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $40,002 | 3,063 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $36,847 | 3,063 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $35,130 | 3,000 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $34,560 | 3,000 | Shares | Defined | 2025-06-06 |
| 2023-12-31 | $150,780 | 15,063 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $538 | 63 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $134,250 | 15,000 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $621 | 63 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $171,000 | 15,000 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $599 | 63 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $147,000 | 15,000 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $157,800 | 15,000 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $713 | 63 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $189,600 | 15,000 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $180,300 | 15,000 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $174,750 | 15,000 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $158,550 | 15,000 | Shares | Defined | 2021-02-10 |