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Clearw.a.hld. shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Clearw.a.hld.

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All positions including Clearw.a.hld. held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clearw.a.hld. by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 142k 18.02
2025-06-30 $19k 881 21.93
2025-03-31 $21k 789 26.80
2024-12-31 $937k 37k 25.27
2024-09-30 $1.1M 43k 25.25
2024-03-31 $8.0k 453 17.69
2023-12-31 $177k 8.8k 20.03
2023-09-30 $293k 15k 19.34
2023-06-30 $142k 8.9k 15.87
2023-03-31 $130k 8.1k 15.96
2022-12-31 $163k 8.7k 18.67
2022-09-30 $162k 9.7k 16.75
2022-06-30 $117k 9.7k 12.07
2022-03-31 $143k 6.8k 20.96
2021-12-31 $133k 5.8k 22.94
2021-09-30 $3.0k 100 30.00