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CAP Partners, LLC: AGG position timeline

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

CAP Partners, LLC held 3,698 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,698 shares
    Change vs previous 13F -32,288 shares

    0.18% of the 13F portfolio, value $366,061.

    13F-HR 0002006870-26-000006 filed by CAP Partners, 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 35,986 shares
    Change vs previous 13F +3,040 shares

    2.02% of the 13F portfolio, value $3,572,318.

    13F-HR 0002006870-26-000002 filed by CAP Partners, 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 32,946 shares
    Change vs previous 13F +2,577 shares

    1.86% of the 13F portfolio, value $3,290,639.

    13F-HR 0002006870-26-000001 filed by CAP Partners, 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 30,369 shares
    Change vs previous 13F +5,281 shares

    1.73% of the 13F portfolio, value $3,044,513.

    13F-HR 0002006870-25-000005 filed by CAP Partners, 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 25,088 shares
    Change vs previous 13F -1,146 shares

    1.57% of the 13F portfolio, value $2,488,724.

    13F-HR 0002006870-25-000004 filed by CAP Partners, 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 26,234 shares
    Change vs previous 13F -512 shares

    1.88% of the 13F portfolio, value $2,595,081.

    13F-HR 0002006870-25-000003 filed by CAP Partners, LLC
    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 26,746 shares
    Change vs previous 13F +8,855 shares

    1.83% of the 13F portfolio, value $2,591,733.

    13F-HR 0002006870-25-000001 filed by CAP Partners, LLC
    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 17,891 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,811,855.

    13F-HR 0002006870-24-000005 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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