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Bedell Frazier Investment Counselling, LLC: AGG position timeline

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

Bedell Frazier Investment Counselling, LLC held 58,352 AGG shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 58,352 shares
    Change vs previous 13F +5,886 shares

    1.17% of the 13F portfolio, value $5,792,652.

    13F-HR 0001172661-26-002262 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 52,466 shares
    Change vs previous 13F +16,860 shares

    1.01% of the 13F portfolio, value $5,240,354.

    13F-HR 0001172661-26-000843 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 35,606 shares
    Change vs previous 13F +10,692 shares

    0.73% of the 13F portfolio, value $3,569,551.

    13F-HR 0001172661-25-004709 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 24,914 shares
    Change vs previous 13F +3,342 shares

    0.62% of the 13F portfolio, value $2,471,518.

    13F-HR 0001172661-25-003018 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 21,572 shares
    Change vs previous 13F +312 shares

    0.54% of the 13F portfolio, value $2,133,951.

    13F-HR 0001172661-25-001863 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 21,260 shares
    Change vs previous 13F +497 shares

    0.51% of the 13F portfolio, value $2,060,142.

    13F-HR 0001172661-25-000693 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 20,763 shares
    Change vs previous 13F -645 shares

    0.5% of the 13F portfolio, value $2,102,719.

    13F-HR 0001172661-24-004600 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 21,408 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,078,123.

    13F-HR 0001172661-24-003168 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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