Expensify shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Expensify
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Quarterly reported holdings in Expensify by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9k | 3.2k | 1.84 |
| 2023-12-31 | $7.8k | 3.2k | 2.47 |
| 2023-09-30 | $9.1k | 2.8k | 3.25 |
| 2023-06-30 | $24k | 3.0k | 7.98 |
| 2023-03-31 | $22k | 2.7k | 8.15 |
| 2022-12-31 | $27k | 3.0k | 8.85 |
| 2022-09-30 | $79k | 5.3k | 14.85 |
| 2022-06-30 | $100k | 5.7k | 17.62 |
| 2022-03-31 | $48k | 2.7k | 17.65 |
| 2021-12-31 | $198k | 4.5k | 43.86 |