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BLALOCK WILLIAMS, LLC: AGG position timeline

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

BLALOCK WILLIAMS, LLC held 28,995 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,995 shares
    Change vs previous 13F -787 shares

    1.86% of the 13F portfolio, value $2,869,925.

    13F-HR 0001951757-26-001139 filed by BLALOCK WILLIAMS, 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 29,782 shares
    Change vs previous 13F +4,618 shares

    2.29% of the 13F portfolio, value $2,956,459.

    13F-HR 0001951757-26-000866 filed by BLALOCK WILLIAMS, 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 25,164 shares
    Change vs previous 13F +5,196 shares

    2.01% of the 13F portfolio, value $2,513,380.

    13F-HR 0001951757-26-000331 filed by BLALOCK WILLIAMS, 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 19,968 shares
    Change vs previous 13F +9,481 shares

    1.75% of the 13F portfolio, value $2,001,792.

    13F-HR 0001951757-25-001202 filed by BLALOCK WILLIAMS, 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 10,487 shares
    Change vs previous 13F -8,219 shares

    1.04% of the 13F portfolio, value $1,040,310.

    13F-HR 0001951757-25-001271 filed by BLALOCK WILLIAMS, 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 18,706 shares
    Change vs previous 13F -2,023 shares

    2.07% of the 13F portfolio, value $1,850,398.

    13F-HR 0001951757-25-001272 filed by BLALOCK WILLIAMS, 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 20,729 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $2,008,640.

    13F-HR 0001951757-25-001273 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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