Valued Advisers Tr shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Valued Advisers Tr
Tip: Access up to 7 years of quarterly data
All positions including Valued Advisers Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Valued Advisers Tr by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3k | 244 | 25.87 |
| 2025-06-30 | $6.1k | 244 | 25.04 |
| 2025-03-31 | $5.7k | 244 | 23.19 |
| 2024-12-31 | $5.8k | 244 | 23.76 |
| 2024-03-31 | $5.4k | 244 | 21.94 |
| 2023-12-31 | $4.9k | 244 | 19.88 |
| 2023-09-30 | $4.4k | 244 | 18.07 |
| 2023-06-30 | $4.5k | 244 | 18.60 |
| 2023-03-31 | $4.2k | 244 | 17.16 |
| 2022-12-31 | $4.0k | 244 | 16.39 |