Advisor Group Holdings, Inc.
Holdings in SAMG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $55,838 | 3,676 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $77,726 | 4,935 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $80,299 | 5,063 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $83,566 | 5,108 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $68,870 | 3,745 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $31,825 | 1,846 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $12,004 | 770 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $12,173 | 770 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $13,345 | 785 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $4,015 | 253 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $729,567 | 36,028 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $490,096 | 26,958 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $213,809 | 11,391 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $153,755 | 9,404 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $106,763 | 6,506 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $101,329 | 4,955 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $223 | 13 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $67,710 | 4,346 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $36,426 | 2,422 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $23,985 | 1,668 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $19,737 | 1,421 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $14,863 | 1,421 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $88 | 7 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $141 | 15 | Shares | Defined | 2020-05-18 |