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VisionPoint Advisory Group, LLC

SEC CIK
0001750924
Latest filing
Jul 7, 2026

AJG holding history

Arthur J. Gallagher & Co. in every 13F filed by VisionPoint Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AJG overviewAll 13F holders of AJGFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2023
Holdings of AJG by VisionPoint Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−853−100.0%Sold outHolders
Q4 2025853$220.8K<0.1%−260−23.4%ReducedHolders
Q3 20251,113$344.8K0.1%−122−9.9%ReducedHolders
Q2 20251,235$395.4K0.1%+74+6.4%AddedHolders
Q1 20251,161$400.8K0.1%−70−5.7%ReducedHolders
Q4 20241,231$339.6K0.1%−21−1.7%ReducedHolders
Q3 20241,252$352.3K0.1%+243+24.1%AddedHolders
Q2 20241,009$261.6K0.1%+225+28.7%AddedHolders
Q1 2024784$196.0K0.1%+260+49.6%AddedHolders
Q4 2023524$117.8K<0.1%+422+413.7%AddedHolders
Q3 2023102$23.3K<0.1%−36−26.1%ReducedHolders
Q2 2023138$30.3K<0.1%+138NewHolders