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Brookmont Capital Management: AGG position timeline

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

Brookmont Capital Management held 10,278 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,278 shares
    Change vs previous 13F -857 shares

    0.55% of the 13F portfolio, value $1,017,295.

    13F-HR 0001172661-26-002792 filed by Brookmont Capital Management
    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 11,135 shares
    Change vs previous 13F +781 shares

    0.62% of the 13F portfolio, value $1,105,380.

    13F-HR 0001172661-26-002171 filed by Brookmont Capital Management
    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 10,354 shares
    Change vs previous 13F +31 shares

    0.6% of the 13F portfolio, value $1,034,190.

    13F-HR 0001172661-26-000559 filed by Brookmont Capital Management
    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 10,323 shares
    Change vs previous 13F -1,613 shares

    0.58% of the 13F portfolio, value $1,034,856.

    13F-HR 0001172661-25-004680 filed by Brookmont Capital Management
    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 11,936 shares
    Change vs previous 13F +14 shares

    0.68% of the 13F portfolio, value $1,184,061.

    13F-HR 0001172661-25-002652 filed by Brookmont Capital Management
    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 11,922 shares
    Change vs previous 13F -572 shares

    0.67% of the 13F portfolio, value $1,179,371.

    13F-HR 0001172661-25-001642 filed by Brookmont Capital Management
    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 12,494 shares
    Change vs previous 13F +4,101 shares

    0.65% of the 13F portfolio, value $1,210,648.

    13F-HR 0001172661-25-000231 filed by Brookmont Capital Management
    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 8,393 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $849,946.

    13F-HR 0001172661-24-004269 filed by Brookmont Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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