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Disclosery

Black Diamond Financial, LLC: AGG position timeline

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

Black Diamond Financial, LLC held 474,608 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 474,608 shares
    Change vs previous 13F +25,037 shares

    4.14% of the 13F portfolio, value $46,976,741.

    13F-HR 0001759236-26-000004 filed by Black Diamond Financial, 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 449,571 shares
    Change vs previous 13F +22,790 shares

    4.87% of the 13F portfolio, value $44,628,892.

    13F-HR 0001759236-26-000002 filed by Black Diamond Financial, 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 426,781 shares
    Change vs previous 13F +32,235 shares

    4.49% of the 13F portfolio, value $42,626,900.

    13F-HR 0001759236-26-000001 filed by Black Diamond Financial, 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 394,546 shares
    Change vs previous 13F +71,892 shares

    4.43% of the 13F portfolio, value $39,553,322.

    13F-HR 0001759236-25-000007 filed by Black Diamond Financial, 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 322,654 shares
    Change vs previous 13F -42,489 shares

    4.97% of the 13F portfolio, value $32,007,260.

    13F-HR 0001759236-25-000006 filed by Black Diamond Financial, 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 365,143 shares
    Change vs previous 13F +24,787 shares

    5.42% of the 13F portfolio, value $36,119,942.

    13F-HR 0001759236-25-000002 filed by Black Diamond Financial, 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 340,356 shares
    Change vs previous 13F +116,005 shares

    4.94% of the 13F portfolio, value $32,980,562.

    13F-HR 0001759236-25-000001 filed by Black Diamond Financial, 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 224,351 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $22,768,933.

    13F-HR 0001759236-24-000005 filed by Black Diamond Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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