Advisor Group Holdings, Inc.
CIK
0001677044
City
PHOENIX
State / Country
AZ
Holdings in USCI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,382,723 | 82,241 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $329,750 | 4,233 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $5,415,031 | 73,885 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $3,185,901 | 44,175 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $169,568 | 2,570 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $303,000 | 4,855 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $165,842 | 2,665 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $161,212 | 2,645 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $17,165 | 305 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $64,129 | 1,084 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $430,541 | 8,031 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $532,995 | 9,823 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $135,691 | 2,411 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $582,360 | 11,341 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $251,084 | 4,581 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $490,108 | 8,882 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $681,392 | 15,675 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $224,649 | 5,494 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $159,904 | 3,959 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $353,291 | 9,910 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $7,350 | 225 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $6,771 | 228 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $64,802 | 2,438 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $48,251 | 1,863 | Shares | Defined | 2020-05-18 |