Advisor Group Holdings, Inc.
Holdings in PERI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $46,280 | 4,831 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $46,185 | 4,811 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $26,603 | 2,621 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $5,291 | 650 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $6,335 | 748 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $8,274 | 1,050 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $7,147 | 856 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $93,831 | 4,174 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $68,963 | 2,234 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $88,275 | 2,882 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $62,382 | 2,034 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $2,467,852 | 62,351 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $92,673 | 3,663 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $28,799 | 1,493 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $18,670 | 1,027 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $24,941 | 1,109 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $45,526 | 1,893 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $561,318 | 32,390 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,006 | 47 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $598,522 | 33,437 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $565,772 | 44,444 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $292,650 | 41,927 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $4,952 | 947 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $172,030 | 35,180 | Shares | Defined | 2020-05-18 |