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Disclosery

Brookwood Investment Group LLC: AGG position timeline

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

Brookwood Investment Group LLC held 2,270 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,270 shares
    Change vs previous 13F -2,345 shares

    0.03% of the 13F portfolio, value $224,685.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group 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 4,615 shares
    Change vs previous 13F +1,722 shares

    0.06% of the 13F portfolio, value $458,131.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group 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 2,893 shares
    Change vs previous 13F -4,055 shares

    0.03% of the 13F portfolio, value $288,953.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group 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 6,948 shares
    Change vs previous 13F -12,442 shares

    0.09% of the 13F portfolio, value $696,537.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group 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 19,390 shares
    Change vs previous 13F +16,761 shares

    0.31% of the 13F portfolio, value $1,923,488.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group 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 2,629 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $260,104.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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