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Disclosery

Affiance Financial, LLC: AGG position timeline

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

Affiance Financial, LLC held 990,470 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 990,470 shares
    Change vs previous 13F +18,366 shares

    14.11% of the 13F portfolio, value $98,036,779.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, LLC
    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 972,104 shares
    Change vs previous 13F +74,435 shares

    15.65% of the 13F portfolio, value $96,500,832.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, LLC
    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 897,669 shares
    Change vs previous 13F +73,060 shares

    14.43% of the 13F portfolio, value $89,659,192.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, LLC
    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 824,609 shares
    Change vs previous 13F +89,933 shares

    15.05% of the 13F portfolio, value $82,667,131.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, LLC
    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 734,676 shares
    Change vs previous 13F +82,155 shares

    14.81% of the 13F portfolio, value $72,879,890.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, LLC
    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 652,521 shares
    Change vs previous 13F +75,726 shares

    15.04% of the 13F portfolio, value $64,547,404.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, LLC
    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 576,795 shares
    Change vs previous 13F +23,511 shares

    13.37% of the 13F portfolio, value $55,891,441.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, LLC
    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 553,284 shares
    Change vs previous 13F not available

    13.6% of the 13F portfolio, value $56,031,077.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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