Advisor Group Holdings, Inc.
- SEC CIK
- 0001677044
- Latest filing
- Aug 14, 2026
AE holding history
Adams Resources & Energy, Inc. in every 13F filed by Advisor Group Holdings, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AE overviewAll 13F holders of AEFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −3,700−100.0% | Sold out | Holders |
| Q4 2024 | 3,700 | $139.7K | <0.1% | +3,700 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −50−100.0% | Sold out | Holders |
| Q2 2023 | 50 | $1.77K | <0.1% | −2,604−98.1% | Reduced | Holders |
| Q1 2023 | 2,654 | $101.9K | <0.1% | +1,808+213.7% | Added | Holders |
| Q4 2022 | 846 | $33.0K | <0.1% | −298−26.0% | Reduced | Holders |
| Q3 2022 | 1,144 | $34.0K | <0.1% | +84+7.9% | Added | Holders |
| Q2 2022 | 1,060 | $34.0K | <0.1% | +1,060 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −26−100.0% | Sold out | Holders |
| Q4 2021 | 26 | $1.00K | <0.1% | +26 | New | Holders |