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Atwater Malick LLC: AGG position timeline

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

Atwater Malick LLC held 62,545 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,545 shares
    Change vs previous 13F +12,725 shares

    1.35% of the 13F portfolio, value $6,190,737.

    13F-HR 0001214659-26-008924 filed by Atwater Malick 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 49,820 shares
    Change vs previous 13F +11,240 shares

    1.34% of the 13F portfolio, value $4,945,654.

    13F-HR 0001214659-26-004948 filed by Atwater Malick 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 38,580 shares
    Change vs previous 13F +10,953 shares

    1.06% of the 13F portfolio, value $3,853,335.

    13F-HR 0001214659-26-000788 filed by Atwater Malick 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 27,627 shares
    Change vs previous 13F +7,030 shares

    0.8% of the 13F portfolio, value $2,769,607.

    13F-HR 0001214659-25-015226 filed by Atwater Malick 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 20,597 shares
    Change vs previous 13F +214 shares

    0.65% of the 13F portfolio, value $2,043,222.

    13F-HR 0001214659-25-010677 filed by Atwater Malick 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 20,383 shares
    Change vs previous 13F +739 shares

    0.68% of the 13F portfolio, value $2,016,286.

    13F-HR 0001214659-25-005744 filed by Atwater Malick 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 19,644 shares
    Change vs previous 13F +341 shares

    0.64% of the 13F portfolio, value $1,903,504.

    13F-HR 0001214659-25-000610 filed by Atwater Malick 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 19,303 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,954,815.

    13F-HR 0001214659-24-017412 filed by Atwater Malick LLC
    Filed (acceptance time not in the bulk data set), ingested

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