Advisor Group Holdings, Inc.
Holdings in PFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $861,810 | 114,908 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $717,072 | 94,476 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,856,131 | 251,168 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $1,538,250 | 204,012 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $20,271 | 2,721 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $20,688 | 2,715 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $226,163 | 31,543 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $290,237 | 38,906 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $299,060 | 41,364 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $219,716 | 33,341 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $122,281 | 16,960 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $1,041,455 | 145,252 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $1,042,040 | 147,389 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $127,627 | 18,470 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $148,761 | 18,783 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $107,345 | 12,367 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $124,980 | 13,087 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $168,567 | 16,624 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $185,023 | 16,851 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $1,327,826 | 129,166 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $1,223,276 | 123,190 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $2,390,600 | 263,282 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $2,214,247 | 254,219 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $5,709,134 | 753,184 | Shares | Defined | 2020-05-18 |