Formula Systems shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Formula Systems (FORTY) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Formula Systems
Tip: Access up to 7 years of quarterly data
All positions including Formula Systems held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Formula Systems by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $983 | 7 | 140.50 |
| 2025-06-30 | $1.7k | 13 | 127.77 |
| 2025-03-31 | $261 | 3 | 87.00 |
| 2024-12-31 | $162 | 2 | 81.00 |