Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $273,139 | 35,565 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $54,658 | 6,910 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $87,412 | 11,624 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $76,159 | 9,764 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $3,096 | 400 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $39,524 | 4,820 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $10,328 | 1,314 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $3,960 | 500 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $3,850 | 500 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $48,831 | 6,820 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $15,240 | 2,000 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $31,798 | 4,020 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $30,701 | 4,045 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $14,700 | 2,000 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $16,120 | 2,000 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $379,669 | 44,199 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $406,894 | 42,209 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $19,500 | 2,000 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $19,540 | 2,000 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $390,170 | 41,999 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $405,729 | 44,101 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $18,120 | 2,000 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $414,809 | 48,459 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $765,098 | 90,759 | Shares | Defined | 2020-05-18 |