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Disclosery

Advisor Group, Inc.: HEEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisor Group, Inc. on HEEM, newest first. How the timeline and the estimate are built.

Advisor Group, Inc. held 11,897 HEEM shares at 2019-12-31 per its 13F-HR filed 2020-02-12.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 11,897 shares
    Change vs previous 13F +279 shares

    <0.01% of the 13F portfolio, value $315,000.

    13F-HR 0001681115-20-000002 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2019-09-30
    13F 11,618 shares
    Change vs previous 13F +855 shares

    <0.01% of the 13F portfolio, value $286,000.

    13F-HR 0001681115-19-000015 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-06-30
    13F 10,763 shares
    Change vs previous 13F +2,799 shares

    <0.01% of the 13F portfolio, value $274,000.

    13F-HR 0001681115-19-000009 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-03-31
    13F 7,964 shares
    Change vs previous 13F +7,964 shares

    <0.01% of the 13F portfolio, value $203,000.

    13F-HR 0001681115-19-000003 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-12-31
    13F 0 shares
    Change vs previous 13F -1,578 shares

    13F-HR 0001681115-19-000001 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2018-09-30
    13F 1,578 shares
    Change vs previous 13F -1,387 shares

    <0.01% of the 13F portfolio, value $40,000.

    13F-HR 0001681115-18-000009 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2018-06-30
    13F 2,965 shares
    Change vs previous 13F +505 shares

    <0.01% of the 13F portfolio, value $76,000.

    13F-HR 0001681115-18-000008 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2018-03-31
    13F 2,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $66,000.

    13F-HR 0001681115-18-000006 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).