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Bear Mountain Capital, Inc.: AGG position timeline

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

Bear Mountain Capital, Inc. held 299 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $29,297.

    13F-HR 0002009419-26-000006 filed by Bear Mountain Capital, Inc.
    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 314 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $31,363.

    13F-HR 0002009419-26-000002 filed by Bear Mountain Capital, Inc.
    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 311 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $31,216.

    13F-HR 0002009419-26-000001 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 309 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $31,263.

    13F-HR 0002009419-25-000008 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 315 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $30,926.

    13F-HR 0002009419-25-000006 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 313 shares
    Change vs previous 13F -45 shares

    0.01% of the 13F portfolio, value $30,986.

    13F-HR 0002009419-25-000003 filed by Bear Mountain Capital, Inc.
    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 358 shares
    Change vs previous 13F -14,086 shares

    0.01% of the 13F portfolio, value $34,669.

    13F-HR 0002009419-25-000001 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,444 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,441,636.

    13F-HR 0002009419-24-000005 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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