Advisor Group Holdings, Inc.
Holdings in SHIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,226 | 420 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,096 | 420 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $718 | 420 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $792 | 440 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $518 | 200 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $494 | 200 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $29,062 | 18,750 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $155 | 27 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $66,000 | 10,000 | Shares | Defined | 2024-02-12 |