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AUA CAPITAL MANAGEMENT, LLC: AGG position timeline

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

AUA CAPITAL MANAGEMENT, LLC held 40,230 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,230 shares
    Change vs previous 13F +6 shares

    1.85% of the 13F portfolio, value $3,981,988.

    13F-HR 0001706915-26-000003 filed by AUA CAPITAL MANAGEMENT, 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 40,224 shares
    Change vs previous 13F +15,569 shares

    2.04% of the 13F portfolio, value $3,993,135.

    13F-HR 0001706915-26-000002 filed by AUA CAPITAL MANAGEMENT, 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 24,655 shares
    Change vs previous 13F +6 shares

    1.23% of the 13F portfolio, value $2,462,611.

    13F-HR 0001706915-26-000001 filed by AUA CAPITAL MANAGEMENT, 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 24,649 shares
    Change vs previous 13F -310 shares

    1.39% of the 13F portfolio, value $2,471,064.

    13F-HR 0001706915-25-000003 filed by AUA CAPITAL MANAGEMENT, 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 24,959 shares
    Change vs previous 13F +5 shares

    1.48% of the 13F portfolio, value $2,475,938.

    13F-HR 0001085146-25-003715 filed by AUA CAPITAL MANAGEMENT, 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 24,954 shares
    Change vs previous 13F -1,415 shares

    1.61% of the 13F portfolio, value $2,468,465.

    13F-HR 0001085146-25-001949 filed by AUA CAPITAL MANAGEMENT, 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 26,369 shares
    Change vs previous 13F +22 shares

    1.64% of the 13F portfolio, value $2,555,230.

    13F-HR 0001085146-25-000500 filed by AUA CAPITAL MANAGEMENT, 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 26,347 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,668,207.

    13F-HR 0001085146-24-004935 filed by AUA CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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