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BRIGHT FINANCIAL ADVISORS, INC.: AGG position timeline

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

BRIGHT FINANCIAL ADVISORS, INC. held 370,792 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 370,792 shares
    Change vs previous 13F +9,674 shares

    15.36% of the 13F portfolio, value $36,701,048.

    13F-HR 0001172661-26-003277 filed by BRIGHT FINANCIAL ADVISORS, 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 361,118 shares
    Change vs previous 13F +3,928 shares

    16.43% of the 13F portfolio, value $35,848,284.

    13F-HR 0001172661-26-001920 filed by BRIGHT FINANCIAL ADVISORS, 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 357,190 shares
    Change vs previous 13F +3,661 shares

    16.85% of the 13F portfolio, value $35,676,246.

    13F-HR 0001172661-26-000274 filed by BRIGHT FINANCIAL ADVISORS, 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 353,529 shares
    Change vs previous 13F +23,511 shares

    17.32% of the 13F portfolio, value $35,441,236.

    13F-HR 0001172661-25-004669 filed by BRIGHT FINANCIAL ADVISORS, 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 330,018 shares
    Change vs previous 13F +2,772 shares

    18.17% of the 13F portfolio, value $32,737,832.

    13F-HR 0001172661-25-002611 filed by BRIGHT FINANCIAL ADVISORS, 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 327,246 shares
    Change vs previous 13F +6,659 shares

    19.88% of the 13F portfolio, value $32,371,129.

    13F-HR 0001172661-25-001723 filed by BRIGHT FINANCIAL ADVISORS, 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 320,587 shares
    Change vs previous 13F -14,068 shares

    19.53% of the 13F portfolio, value $31,064,968.

    13F-HR 0001172661-25-000377 filed by BRIGHT FINANCIAL ADVISORS, 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 334,655 shares
    Change vs previous 13F not available

    21.56% of the 13F portfolio, value $33,890,547.

    13F-HR 0001172661-24-004216 filed by BRIGHT FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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