Advisor Group Holdings, Inc.
Holdings in SEVN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $53,969 | 6,064 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $53,065 | 5,147 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $61,327 | 5,081 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $60,014 | 4,805 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $76,281 | 5,832 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $57,627 | 4,185 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $3,410 | 269 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $1,317 | 102 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,319 | 102 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,113 | 102 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $94,874 | 9,247 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $1,024 | 102 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $9,090 | 1,000 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $84,332 | 9,247 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $10,680 | 1,000 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $11,130 | 1,000 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $96,585 | 9,305 | Shares | Defined | 2022-02-03 |