Advisor Group Holdings, Inc.
Holdings in WHF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $129,505 | 18,634 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $89,745 | 12,969 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $107,360 | 12,312 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $145,763 | 15,105 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,936 | 200 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $199,732 | 17,263 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $231,215 | 18,844 | Shares | Defined | 2024-08-13 |
| 2023-12-31 | $6,789 | 552 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $27,442 | 2,149 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $3,207 | 250 | Shares | Sole | 2023-08-21 |
| 2023-03-31 | $244,265 | 19,510 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $310,028 | 23,757 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $338,117 | 30,461 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $427,181 | 32,510 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $169,212 | 11,221 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $173,941 | 11,222 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $622,878 | 40,925 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $404,862 | 27,172 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $353,552 | 23,306 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $285,428 | 20,972 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $218,610 | 22,330 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $456,413 | 44,312 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $184,094 | 26,002 | Shares | Defined | 2020-05-18 |