Advisor Group Holdings, Inc.
Holdings in PHK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,076,210 | 1,661,772 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $6,156,158 | 1,233,699 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $2,086,646 | 434,718 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $62,738 | 12,830 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $2,205,346 | 453,775 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $5,120 | 1,024 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $501,342 | 104,013 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $652,721 | 132,130 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $498,525 | 99,905 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $780,399 | 176,561 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $11,020 | 2,204 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $1,285,622 | 269,523 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $1,398,850 | 295,740 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $447,497 | 96,236 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $464,638 | 89,872 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $521,749 | 90,268 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $2,373,432 | 385,924 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $771,535 | 122,856 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,266,042 | 185,094 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $4,409,988 | 654,301 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $3,778,352 | 624,521 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $3,390,125 | 619,767 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $5,315,876 | 991,768 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $1,823,495 | 372,142 | Shares | Defined | 2020-05-18 |