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Brendel Financial Advisors LLC: AGG position timeline

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

Brendel Financial Advisors LLC held 53,803 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,803 shares
    Change vs previous 13F +980 shares

    2.47% of the 13F portfolio, value $5,325,421.

    13F-HR 0001768065-26-000003 filed by Brendel Financial Advisors 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 52,823 shares
    Change vs previous 13F +43,268 shares

    2.59% of the 13F portfolio, value $5,243,740.

    13F-HR 0001768065-26-000002 filed by Brendel Financial Advisors 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 9,555 shares
    Change vs previous 13F -1,243 shares

    0.47% of the 13F portfolio, value $954,354.

    13F-HR 0001768065-26-000001 filed by Brendel Financial Advisors 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 10,798 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,082,500.

    13F-HR 0001768065-25-000006 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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