Advisor Group Holdings, Inc.
Holdings in UPLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,976 | 8,375 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $26,721 | 11,275 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $21,986 | 11,275 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $35,106 | 12,275 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $59,123 | 13,623 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $32,992 | 13,250 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $31,374 | 12,600 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $35,844 | 11,600 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $97 | 23 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $106 | 23 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $82 | 23 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $98 | 23 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $58,679 | 8,230 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $61,609 | 7,578 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $115,317 | 7,942 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $137,956 | 7,834 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $152,705 | 8,512 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $137,906 | 4,124 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $302,064 | 7,337 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $208,579 | 4,420 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $195,904 | 4,269 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $176,247 | 4,675 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $147,869 | 4,254 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $114,870 | 4,283 | Shares | Defined | 2020-05-18 |