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BOK Financial Private Wealth, Inc.: AGG position timeline

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

BOK Financial Private Wealth, Inc. held 13,711 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,711 shares
    Change vs previous 13F -5,001 shares

    0.07% of the 13F portfolio, value $1,357,115.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, 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 18,712 shares
    Change vs previous 13F -2,409 shares

    0.11% of the 13F portfolio, value $1,857,508.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, 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 21,121 shares
    Change vs previous 13F +511 shares

    0.13% of the 13F portfolio, value $2,109,534.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, 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 20,610 shares
    Change vs previous 13F -1,650 shares

    0.13% of the 13F portfolio, value $2,066,120.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, 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 22,260 shares
    Change vs previous 13F -10,863 shares

    0.15% of the 13F portfolio, value $2,208,152.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, 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 33,123 shares
    Change vs previous 13F -8,237 shares

    0.25% of the 13F portfolio, value $3,276,490.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, 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 41,360 shares
    Change vs previous 13F -8,286 shares

    0.29% of the 13F portfolio, value $4,007,779.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, 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 49,646 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,027,680.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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