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Disclosery

AtlasMark Financial, Inc: AGG position timeline

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

AtlasMark Financial, Inc held 56,595 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,595 shares
    Change vs previous 13F +1,078 shares

    2.62% of the 13F portfolio, value $5,350,476.

    13F-HR 0001214659-26-012802 filed by AtlasMark Financial, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,517 shares
    Change vs previous 13F +12,303 shares

    2.71% of the 13F portfolio, value $5,495,057.

    13F-HR 0001214659-26-010450 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 43,214 shares
    Change vs previous 13F 0 shares

    2.79% of the 13F portfolio, value $4,316,199.

    13F-HR 0001214659-26-004946 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 43,214 shares
    Change vs previous 13F -3,444 shares

    2.79% of the 13F portfolio, value $4,316,199.

    13F-HR 0001214659-26-004945 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 46,658 shares
    Change vs previous 13F 0 shares

    3.13% of the 13F portfolio, value $4,677,452.

    13F-HR 0001214659-26-004944 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 46,658 shares
    Change vs previous 13F +9,383 shares

    3.52% of the 13F portfolio, value $4,628,461.

    13F-HR 0001214659-26-004943 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 37,275 shares
    Change vs previous 13F +1,686 shares

    3.42% of the 13F portfolio, value $3,687,231.

    13F-HR 0001214659-26-004942 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 35,589 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $3,448,562.

    13F-HR 0001214659-26-004941 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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