Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in RFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,187,464 | 740,947 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $5,532,749 | 457,252 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $5,500,674 | 456,109 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $73,519 | 6,081 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,980 | 171 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $5,461,959 | 417,262 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $4,827,791 | 417,629 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $58,320 | 4,905 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $4,198,991 | 357,361 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $101,352 | 9,671 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,347,053 | 293,087 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $3,653,780 | 301,467 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $3,276,686 | 267,922 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $3,110,382 | 257,482 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $3,264,005 | 246,340 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $3,741,156 | 241,833 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $200,634 | 11,692 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $3,634,282 | 223,236 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $3,825,315 | 234,826 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $194,725 | 13,310 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $176,384 | 13,292 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $180,131 | 15,099 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $999,805 | 81,219 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $244,298 | 24,164 | Shares | Defined | 2020-05-18 |