Advisor Group Holdings, Inc.
Holdings in SVC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $495,416 | 269,248 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $879,530 | 324,550 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $6,257 | 2,618 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $8,722 | 3,342 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $6,591 | 2,595 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $1,782 | 391 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $68,999 | 13,424 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $87,794 | 12,949 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $1,465,121 | 171,560 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $17,356 | 2,257 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $19,900 | 2,290 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $512,193 | 51,425 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $231,093 | 31,700 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $31,088 | 5,990 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $334,589 | 63,975 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $527,733 | 59,766 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $53,856 | 6,127 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $132,692 | 11,837 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $101,606 | 8,064 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $76,010 | 6,409 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $66,584 | 5,795 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $165,638 | 20,835 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $57,925 | 8,170 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $182,233 | 33,747 | Shares | Defined | 2020-05-18 |