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Advisor Group Holdings, Inc.

SEC CIK
0001677044
Latest filing
Aug 14, 2026

CWAN holding history

Clearwater Analytics Holdings, 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.

CWAN overviewAll 13F holders of CWANFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q3 2021
Holdings of CWAN by Advisor Group Holdings, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−699−100.0%Sold outHolders
Q1 2026699$16.6K<0.1%−136,709−99.5%ReducedHolders
Q4 2025137,408$3.31M<0.1%−4,047−2.9%ReducedHolders
Q3 2025141,455$2.55M<0.1%+134,199+1,849.5%AddedHolders
Q2 20257,256$159.7K<0.1%+6,467+819.6%AddedHolders
Q1 2025789$21.1K<0.1%−420−34.7%ReducedHolders
Q4 20241,209$33.3K<0.1%−42,096−97.2%ReducedHolders
Q3 202443,305$1.09M<0.1%+42,982+13,307.1%AddedHolders
Q2 2024323$5.98K<0.1%−130−28.7%ReducedHolders
Q1 2024453$8.01K<0.1%−8,377−94.9%ReducedHolders
Q4 20238,830$176.8K<0.1%−6,294−41.6%ReducedHolders
Q3 202315,124$292.5K<0.1%+6,201+69.5%AddedHolders
Q2 20238,923$141.6K<0.1%+778+9.6%AddedHolders
Q1 20238,145$130.0K<0.1%−584−6.7%ReducedHolders
Q4 20228,729$163.0K<0.1%−924−9.6%ReducedHolders
Q3 20229,653$161.0K<0.1%−50−0.5%ReducedHolders
Q2 20229,703$117.0K<0.1%+2,880+42.2%AddedHolders
Q1 20226,823$143.0K<0.1%+1,029+17.8%AddedHolders
Q4 20215,794$133.0K<0.1%+5,694+5,694.0%AddedHolders
Q3 2021100$3.00K<0.1%+100NewHolders