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Center for Financial Planning, Inc.: AGG position timeline

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

Center for Financial Planning, Inc. held 1,083,836 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,083,836 shares
    Change vs previous 13F +30,128 shares

    10.03% of the 13F portfolio, value $107,278,077.

    13F-HR 0001803557-26-000004 filed by Center for Financial Planning, Inc.
    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 1,053,708 shares
    Change vs previous 13F +22,762 shares

    10.92% of the 13F portfolio, value $104,601,548.

    13F-HR 0001803557-26-000003 filed by Center for Financial Planning, Inc.
    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 1,030,946 shares
    Change vs previous 13F +31,935 shares

    10.71% of the 13F portfolio, value $102,970,874.

    13F-HR 0001803557-26-000001 filed by Center for Financial Planning, Inc.
    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 999,011 shares
    Change vs previous 13F +34,563 shares

    10.7% of the 13F portfolio, value $100,150,840.

    13F-HR 0001803557-25-000006 filed by Center for Financial Planning, Inc.
    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 964,448 shares
    Change vs previous 13F +10,369 shares

    10.97% of the 13F portfolio, value $95,673,232.

    13F-HR 0001803557-25-000003 filed by Center for Financial Planning, Inc.
    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 954,079 shares
    Change vs previous 13F +347,668 shares

    12.06% of the 13F portfolio, value $94,377,473.

    13F-HR 0001803557-25-000002 filed by Center for Financial Planning, Inc.
    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 606,411 shares
    Change vs previous 13F +72,055 shares

    7.84% of the 13F portfolio, value $58,761,199.

    13F-HR 0001803557-25-000001 filed by Center for Financial Planning, Inc.
    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 534,356 shares
    Change vs previous 13F not available

    7.34% of the 13F portfolio, value $54,114,254.

    13F-HR 0001803557-24-000005 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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