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Disclosery

Advus Financial Partners, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advus Financial Partners, LLC on AGG, newest first. How the timeline and the estimate are built.

Advus Financial Partners, LLC held 10,797 AGG shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 10,797 shares
    Change vs previous 13F +2,243 shares

    0.3% of the 13F portfolio, value $1,068,690.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 8,554 shares
    Change vs previous 13F +370 shares

    0.32% of the 13F portfolio, value $849,188.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 8,184 shares
    Change vs previous 13F +226 shares

    0.29% of the 13F portfolio, value $817,419.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 7,958 shares
    Change vs previous 13F +54 shares

    0.3% of the 13F portfolio, value $797,790.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 7,904 shares
    Change vs previous 13F +89 shares

    0.31% of the 13F portfolio, value $784,089.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 7,815 shares
    Change vs previous 13F +299 shares

    0.33% of the 13F portfolio, value $773,077.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 7,516 shares
    Change vs previous 13F -70 shares

    0.31% of the 13F portfolio, value $728,324.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 7,586 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $768,179.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested