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Disclosery

Aviance Capital Partners, LLC: AGG position timeline

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

Aviance Capital Partners, LLC held 27,357 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,357 shares
    Change vs previous 13F -30,635 shares

    0.28% of the 13F portfolio, value $2,707,796.

    13F-HR 0001542383-26-000005 filed by Aviance Capital Partners, 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 57,992 shares
    Change vs previous 13F +34,877 shares

    0.67% of the 13F portfolio, value $5,756,866.

    13F-HR 0001542383-26-000003 filed by Aviance Capital Partners, 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 23,115 shares
    Change vs previous 13F +656 shares

    0.27% of the 13F portfolio, value $2,308,726.

    13F-HR 0001542383-26-000001 filed by Aviance Capital Partners, 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 22,459 shares
    Change vs previous 13F +1,255 shares

    0.27% of the 13F portfolio, value $2,251,515.

    13F-HR 0001542383-25-000002 filed by Aviance Capital Partners, 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 21,204 shares
    Change vs previous 13F +1,900 shares

    0.27% of the 13F portfolio, value $2,103,437.

    13F-HR 0001085146-25-004506 filed by Aviance Capital Partners, 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 19,304 shares
    Change vs previous 13F +1,552 shares

    0.27% of the 13F portfolio, value $1,909,552.

    13F-HR 0001085146-25-002406 filed by Aviance Capital Partners, 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 17,752 shares
    Change vs previous 13F +527 shares

    0.24% of the 13F portfolio, value $1,720,169.

    13F-HR 0001085146-25-000867 filed by Aviance Capital Partners, 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 17,225 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,744,376.

    13F-HR 0001085146-24-005434 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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