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Disclosery

CBM Financial, LLC: AGG position timeline

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

CBM Financial, LLC held 70,820 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,820 shares
    Change vs previous 13F +3,106 shares

    4.14% of the 13F portfolio, value $6,954,538.

    13F-HR 0001986152-26-000117 filed by CBM Financial, 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 67,714 shares
    Change vs previous 13F +2,332 shares

    4.22% of the 13F portfolio, value $6,760,596.

    13F-HR 0001986152-26-000084 filed by CBM Financial, 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 65,382 shares
    Change vs previous 13F +4,425 shares

    4.48% of the 13F portfolio, value $6,594,464.

    13F-HR 0001986152-26-000045 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 60,957 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $5,949,436.

    13F-HR 0001986152-25-000048 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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