Advisor Group Holdings, Inc.
Holdings in PFL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,864,016 | 221,117 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,533,821 | 180,026 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,475,320 | 176,897 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $95,374 | 11,090 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $815,524 | 97,318 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $168,306 | 19,639 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $518,315 | 63,597 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $945,155 | 111,457 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $1,123,413 | 133,106 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $890,471 | 116,098 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $134,070 | 16,370 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $161,543 | 19,870 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,064,640 | 131,275 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $154,713 | 19,412 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $189,320 | 21,059 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $2,162,502 | 212,010 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $209,077 | 19,059 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $235,305 | 20,250 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $229,168 | 17,974 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $1,656,227 | 137,904 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $1,324,374 | 115,767 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $2,238,533 | 221,199 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $2,223,298 | 228,970 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $6,516,344 | 771,165 | Shares | Defined | 2020-05-18 |