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CAPTRUST FINANCIAL ADVISORS: AGGY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 82,217 AGGY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,217 shares
    Change vs previous 13F +1,650 shares

    0.01% of the 13F portfolio, value $3,574,795.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 80,567 shares
    Change vs previous 13F +1,436 shares

    0.01% of the 13F portfolio, value $3,500,636.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 79,131 shares
    Change vs previous 13F +1,322 shares

    0.01% of the 13F portfolio, value $3,485,713.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 77,809 shares
    Change vs previous 13F +3,363 shares

    0.01% of the 13F portfolio, value $3,444,604.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 74,446 shares
    Change vs previous 13F -988 shares

    0.01% of the 13F portfolio, value $3,248,079.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 75,434 shares
    Change vs previous 13F -2,130 shares

    0.01% of the 13F portfolio, value $3,276,099.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 77,564 shares
    Change vs previous 13F +6,418 shares

    0.01% of the 13F portfolio, value $3,329,047.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 71,146 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,180,938.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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