Advisor Group Holdings, Inc.
Holdings in SRV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,081,255 | 27,689 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,001,388 | 21,793 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $621,528 | 14,676 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $350,457 | 7,974 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $359,754 | 8,088 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $7,291 | 162 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $206,653 | 4,982 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $52,856 | 1,282 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $104,652 | 3,088 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $528,747 | 14,538 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $108,002 | 2,887 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $69,626 | 2,126 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $225,221 | 6,709 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $58,090 | 1,783 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $52,606 | 1,893 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $76,225 | 2,186 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $188,795 | 6,190 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $386,312 | 12,152 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $2,070,805 | 70,173 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $80,327 | 3,226 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $68,703 | 3,221 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $3,400,102 | 219,220 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $3,777,649 | 207,108 | Shares | Defined | 2020-08-14 |