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Disclosery

Bell Bank: AGG position timeline

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

Bell Bank held 706,220 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 706,220 shares
    Change vs previous 13F +49,773 shares

    2.67% of the 13F portfolio, value $69,901,656.

    13F-HR 0001062993-26-003684 filed by Bell Bank
    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 656,447 shares
    Change vs previous 13F +40,078 shares

    2.76% of the 13F portfolio, value $65,165,494.

    13F-HR 0001062993-26-002112 filed by Bell Bank
    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 616,369 shares
    Change vs previous 13F +55,463 shares

    2.63% of the 13F portfolio, value $61,562,936.

    13F-HR 0001062993-26-000244 filed by Bell Bank
    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 560,906 shares
    Change vs previous 13F +31,000 shares

    2.44% of the 13F portfolio, value $56,230,826.

    13F-HR 0001062993-25-016244 filed by Bell Bank
    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 529,906 shares
    Change vs previous 13F -21,448 shares

    2.45% of the 13F portfolio, value $52,566,676.

    13F-HR 0001062993-25-012735 filed by Bell Bank
    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 551,354 shares
    Change vs previous 13F +34,872 shares

    2.94% of the 13F portfolio, value $54,539,938.

    13F-HR 0001062993-25-007666 filed by Bell Bank
    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 516,482 shares
    Change vs previous 13F +70,378 shares

    3.72% of the 13F portfolio, value $50,047,106.

    13F-HR 0001062993-25-001486 filed by Bell Bank
    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 446,104 shares
    Change vs previous 13F not available

    5.35% of the 13F portfolio, value $45,176,952.

    13F-HR 0001062993-24-018364 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

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