Advisor Group Holdings, Inc.
Holdings in SRG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,898 | 584 | Shares | Defined | 2026-02-17 |
| 2024-06-30 | $467 | 100 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $3,570 | 370 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $4,703 | 503 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $1,416 | 183 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $1,632 | 183 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $5,839 | 742 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $5,370 | 454 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $505 | 56 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $2,620 | 503 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $5,304 | 419 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $889 | 67 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $8,408 | 567 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $14,591 | 793 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $18,129 | 988 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $15,487 | 1,055 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $60,565 | 4,503 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $10,613 | 931 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $20,953 | 2,300 | Shares | Defined | 2020-05-18 |