Advisor Group Holdings, Inc.
Holdings in PEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,630 | 627 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $394,224 | 18,319 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $435,285 | 20,369 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $355,653 | 15,592 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $25,044 | 1,152 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $26,192 | 1,128 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $84,027 | 3,559 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $159,966 | 6,937 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $84,685 | 4,105 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $126,488 | 5,471 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $88,962 | 4,273 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $60,053 | 2,921 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $20,601 | 945 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $45,808 | 2,354 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $48,168 | 2,474 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $49,269 | 2,354 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $39,251 | 2,376 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $313,486 | 19,980 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $37,179 | 2,295 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $648,343 | 44,075 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $15,872 | 1,396 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $405,185 | 41,430 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $12,780 | 1,125 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $15,543 | 1,875 | Shares | Defined | 2020-05-18 |