Advisor Group Holdings, Inc.
Holdings in PDM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $412,821 | 49,499 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $396,468 | 44,052 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $324,011 | 44,446 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $9,816 | 1,332 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $6,002 | 656 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $32,562 | 3,224 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $283,576 | 39,114 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $168,494 | 23,968 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $141,096 | 19,845 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $368,927 | 65,646 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $66,738 | 9,180 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $224,290 | 30,725 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $504,377 | 55,003 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $257,917 | 24,424 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $341,552 | 26,033 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $533,062 | 30,956 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $699,267 | 38,045 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $699,553 | 40,135 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,797,057 | 97,296 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $1,798,333 | 103,531 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $854,704 | 52,662 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $20,979 | 1,546 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $2,224,892 | 133,949 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $1,208,032 | 68,405 | Shares | Defined | 2020-05-18 |