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Disclosery

Alpha Financial Advisors, LLC: AGG position timeline

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

Alpha Financial Advisors, LLC held 13,086 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,086 shares
    Change vs previous 13F +750 shares

    0.36% of the 13F portfolio, value $1,295,254.

    13F-HR 0001972138-26-000003 filed by Alpha Financial Advisors, 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 12,336 shares
    Change vs previous 13F -53 shares

    0.38% of the 13F portfolio, value $1,224,617.

    13F-HR 0001972138-26-000002 filed by Alpha Financial Advisors, 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 12,389 shares
    Change vs previous 13F -1,510 shares

    0.38% of the 13F portfolio, value $1,237,379.

    13F-HR 0001972138-26-000001 filed by Alpha Financial Advisors, 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 13,899 shares
    Change vs previous 13F +165 shares

    0.49% of the 13F portfolio, value $1,393,367.

    13F-HR 0001972138-25-000008 filed by Alpha Financial Advisors, 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 13,734 shares
    Change vs previous 13F +1,500 shares

    0.53% of the 13F portfolio, value $1,362,423.

    13F-HR 0001972138-25-000004 filed by Alpha Financial Advisors, 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 12,234 shares
    Change vs previous 13F +6,259 shares

    0.54% of the 13F portfolio, value $1,210,223.

    13F-HR 0001972138-25-000003 filed by Alpha Financial Advisors, 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 5,975 shares
    Change vs previous 13F +167 shares

    0.26% of the 13F portfolio, value $578,990.

    13F-HR 0001972138-25-000001 filed by Alpha Financial Advisors, 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 5,808 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $588,126.

    13F-HR 0001972138-24-000010 filed by Alpha Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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