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Cascadia Advisory Services, LLC: AGG position timeline

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

Cascadia Advisory Services, LLC held 7,356 AGG shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 7,356 shares
    Change vs previous 13F +367 shares

    0.17% of the 13F portfolio, value $845,000.

    13F-HR 0001800724-21-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 6,989 shares
    Change vs previous 13F +2,678 shares

    0.17% of the 13F portfolio, value $806,000.

    13F-HR 0001800724-21-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 4,311 shares
    Change vs previous 13F -1,768 shares

    0.11% of the 13F portfolio, value $491,000.

    13F-HR 0001648101-21-000003 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 6,079 shares
    Change vs previous 13F +3,951 shares

    0.2% of the 13F portfolio, value $718,000.

    13F-HR 0001800724-20-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-12-31
    13F 2,128 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $239,000.

    13F-HR 0001800724-20-000001 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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