Advisor Group Holdings, Inc.
Holdings in SPE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $264,420 | 18,000 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $311,550 | 20,100 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $311,349 | 20,100 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $305,657 | 20,350 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $323,908 | 22,140 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $271,245 | 19,500 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $247,094 | 18,891 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $707,574 | 55,979 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $211,108 | 17,800 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $602,177 | 55,094 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $622,642 | 55,494 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $254,902 | 23,300 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $290,700 | 25,500 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $207,383 | 18,700 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $242,823 | 19,630 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $176,307 | 11,746 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $142,850 | 9,246 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $451,416 | 29,370 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $132,676 | 8,746 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $756,719 | 51,618 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $784,889 | 55,745 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $103,276 | 8,322 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $534,017 | 47,384 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $1,317,070 | 138,639 | Shares | Defined | 2020-05-18 |