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Addis & Hill, Inc: AGG position timeline

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

Addis & Hill, Inc held 90,456 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,456 shares
    Change vs previous 13F +3,041 shares

    4.93% of the 13F portfolio, value $8,953,379.

    13F-HR 0002063364-26-000178 filed by Addis & Hill, 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 87,415 shares
    Change vs previous 13F -1,921 shares

    5.28% of the 13F portfolio, value $8,677,656.

    13F-HR 0002063364-26-000089 filed by Addis & Hill, 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 89,336 shares
    Change vs previous 13F +479 shares

    5.41% of the 13F portfolio, value $8,922,838.

    13F-HR 0002063364-26-000006 filed by Addis & Hill, 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 88,857 shares
    Change vs previous 13F -6,114 shares

    5.43% of the 13F portfolio, value $8,901,685.

    13F-HR 0002063364-25-000220 filed by Addis & Hill, 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 94,971 shares
    Change vs previous 13F +1,483 shares

    6.15% of the 13F portfolio, value $9,421,108.

    13F-HR 0002063364-25-000108 filed by Addis & Hill, 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 93,488 shares
    Change vs previous 13F +737 shares

    6.46% of the 13F portfolio, value $9,247,788.

    13F-HR 0002063364-25-000019 filed by Addis & Hill, 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 92,751 shares
    Change vs previous 13F +17,710 shares

    6.64% of the 13F portfolio, value $8,988,000.

    13F-HR 0002016470-25-000002 filed by Addis & Hill, 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 75,041 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $7,599,000.

    13F-HR 0002016470-24-000010 filed by Addis & Hill, Inc
    Filed (acceptance time not in the bulk data set), ingested

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