Advisor Group Holdings, Inc.
Holdings in SMID
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,170 | 500 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $21,918 | 594 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $30,204 | 900 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $43,311 | 1,394 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $35,568 | 800 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $3,339 | 100 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $2,769 | 100 | Shares | Defined | 2024-08-13 |
| 2023-09-30 | $3,802 | 200 | Shares | Defined | 2023-11-13 |
| 2021-12-31 | $37,600 | 800 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $15,257 | 1,100 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $7,080 | 300 | Shares | Defined | 2021-08-02 |