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Disclosery

ALERUS FINANCIAL NA: AGG position timeline

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

ALERUS FINANCIAL NA held 3,221 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,221 shares
    Change vs previous 13F -709 shares

    0.01% of the 13F portfolio, value $318,815.

    13F-HR 0000919458-26-000003 filed by ALERUS FINANCIAL NA
    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 3,930 shares
    Change vs previous 13F +3,908 shares

    0.02% of the 13F portfolio, value $390,131.

    13F-HR 0000919458-26-000002 filed by ALERUS FINANCIAL NA
    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 22 shares
    Change vs previous 13F -1,121 shares

    <0.01% of the 13F portfolio, value $2,197.

    13F-HR 0000919458-26-000001 filed by ALERUS FINANCIAL NA
    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 1,143 shares
    Change vs previous 13F -739,651 shares

    0.01% of the 13F portfolio, value $114,586.

    13F-HR 0000919458-25-000007 filed by ALERUS FINANCIAL NA
    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 740,794 shares
    Change vs previous 13F -31,776 shares

    5.29% of the 13F portfolio, value $73,486,765.

    13F-HR 0000919458-25-000003 filed by ALERUS FINANCIAL NA
    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 772,570 shares
    Change vs previous 13F -17,063 shares

    6.12% of the 13F portfolio, value $76,422,624.

    13F-HR 0000919458-25-000002 filed by ALERUS FINANCIAL NA
    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 789,633 shares
    Change vs previous 13F +13,295 shares

    5.86% of the 13F portfolio, value $76,515,438.

    13F-HR 0000919458-25-000001 filed by ALERUS FINANCIAL NA
    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 776,338 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $78,619,749.

    13F-HR 0000919458-24-000005 filed by ALERUS FINANCIAL NA
    Filed (acceptance time not in the bulk data set), ingested

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