Skip to content
Disclosery

Accredited Investors Inc.: AGG position timeline

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

Accredited Investors Inc. held 32,106 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,106 shares
    Change vs previous 13F -1,860 shares

    0.14% of the 13F portfolio, value $3,177,839.

    13F-HR 0001518364-26-000004 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,966 shares
    Change vs previous 13F +3,369 shares

    0.18% of the 13F portfolio, value $3,371,792.

    13F-HR 0001518364-26-000003 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,597 shares
    Change vs previous 13F +1,453 shares

    0.16% of the 13F portfolio, value $3,056,013.

    13F-HR 0001518364-26-000002 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,144 shares
    Change vs previous 13F -563 shares

    0.16% of the 13F portfolio, value $2,921,647.

    13F-HR 0001518364-25-000009 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,707 shares
    Change vs previous 13F -1,555 shares

    0.17% of the 13F portfolio, value $2,946,980.

    13F-HR 0001518364-25-000005 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 31,262 shares
    Change vs previous 13F -19,011 shares

    0.19% of the 13F portfolio, value $3,092,431.

    13F-HR 0001518364-25-000004 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,273 shares
    Change vs previous 13F -95,522 shares

    0.29% of the 13F portfolio, value $4,871,421.

    13F-HR 0001518364-25-000003 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 145,795 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $14,764,700.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).