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BARON SILVER STEVENS FINANCIAL ADVISORS, LLC: AGG position timeline

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

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held 456,728 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 456,728 shares
    Change vs previous 13F +31,353 shares

    5.72% of the 13F portfolio, value $45,206,947.

    13F-HR 0001172661-26-002983 filed by BARON SILVER STEVENS 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 425,375 shares
    Change vs previous 13F +36,497 shares

    6.13% of the 13F portfolio, value $42,227,040.

    13F-HR 0001172661-26-001755 filed by BARON SILVER STEVENS 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 388,878 shares
    Change vs previous 13F +15,294 shares

    5.61% of the 13F portfolio, value $38,841,191.

    13F-HR 0001172661-26-000512 filed by BARON SILVER STEVENS 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 373,584 shares
    Change vs previous 13F +14,935 shares

    5.48% of the 13F portfolio, value $37,451,873.

    13F-HR 0001172661-25-004458 filed by BARON SILVER STEVENS 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 358,649 shares
    Change vs previous 13F +12,769 shares

    5.7% of the 13F portfolio, value $35,577,936.

    13F-HR 0001172661-25-002640 filed by BARON SILVER STEVENS 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 345,880 shares
    Change vs previous 13F +4,085 shares

    5.99% of the 13F portfolio, value $34,214,428.

    13F-HR 0001172661-25-001595 filed by BARON SILVER STEVENS 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 341,795 shares
    Change vs previous 13F +14,374 shares

    5.62% of the 13F portfolio, value $33,119,902.

    13F-HR 0001172661-25-000267 filed by BARON SILVER STEVENS 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 327,421 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $33,157,889.

    13F-HR 0001172661-24-004381 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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