Advisor Group Holdings, Inc.
Holdings in SWIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $132,746 | 20,905 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $181,293 | 23,823 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $147,460 | 23,113 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $150,706 | 23,438 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $158,604 | 22,788 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $133,388 | 19,616 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $46,458 | 15,333 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $48,747 | 12,310 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $70,828 | 26,931 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $9,041 | 3,229 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $11,641 | 3,138 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $91,308 | 31,926 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $93,444 | 29,020 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $34,808 | 9,696 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $36,867 | 5,320 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,049,839 | 79,293 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $93,311 | 3,728 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $435,141 | 26,533 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $531,686 | 16,636 | Shares | Defined | 2021-08-02 |