Advisor Group Holdings, Inc.
Holdings in SVM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $326,410 | 39,138 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $148,640 | 23,519 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $611 | 145 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $19,911 | 5,145 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $33,162 | 11,054 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $37,210 | 8,515 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $24,823 | 7,388 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $1,304 | 400 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $57,107 | 21,714 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $1,175 | 500 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $10,351 | 3,671 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $94,525 | 24,745 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $11,452 | 3,869 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $21,610 | 9,275 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $23,002 | 9,275 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $55,295 | 15,275 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $80,509 | 21,412 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $191,402 | 50,237 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $83,859 | 15,275 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $115,679 | 23,560 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $2,128,129 | 318,106 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $189,087 | 26,117 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $134,190 | 24,989 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $73,283 | 22,411 | Shares | Defined | 2020-05-18 |