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Disclosery

Advisor Group, Inc.: WM position timeline

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

Advisor Group, Inc. held 86,734 WM 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 86,734 shares
    Change vs previous 13F +545 shares

    0.07% of the 13F portfolio, value $9,892,000.

    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 86,189 shares
    Change vs previous 13F -2,163 shares

    0.07% of the 13F portfolio, value $9,920,000.

    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 88,352 shares
    Change vs previous 13F -1,860 shares

    0.08% of the 13F portfolio, value $10,201,000.

    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 90,212 shares
    Change vs previous 13F +14,341 shares

    0.08% of the 13F portfolio, value $9,380,000.

    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 75,871 shares
    Change vs previous 13F +5,865 shares

    0.07% of the 13F portfolio, value $6,757,000.

    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).

  6. period ended2018-09-30
    13F 70,006 shares
    Change vs previous 13F +4,386 shares

    0.06% of the 13F portfolio, value $6,329,000.

    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 65,620 shares
    Change vs previous 13F -846 shares

    0.07% of the 13F portfolio, value $5,340,000.

    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 66,466 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,593,000.

    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).