Chancellor Financial Group WB LP: AGG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chancellor Financial Group WB LP on AGG, newest first. How the timeline and the estimate are built.
Chancellor Financial Group WB LP held 2,986 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,986 sharesChange vs previous 13F -151 shares
0.18% of the 13F portfolio, value $295,588.
13F-HR 0001951757-26-001198 filed by Chancellor Financial Group WB LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,137 sharesChange vs previous 13F -1,266 shares
0.22% of the 13F portfolio, value $311,403.
13F-HR 0001951757-26-000864 filed by Chancellor Financial Group WB LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,403 sharesChange vs previous 13F +2 shares
0.3% of the 13F portfolio, value $439,775.
13F-HR 0001951757-26-000370 filed by Chancellor Financial Group WB LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,401 sharesChange vs previous 13F +1 shares
0.31% of the 13F portfolio, value $441,223.
13F-HR 0001951757-25-001397 filed by Chancellor Financial Group WB LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,400 sharesChange vs previous 13F -8 shares
0.34% of the 13F portfolio, value $436,468.
13F-HR 0001951757-25-001038 filed by Chancellor Financial Group WB LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,408 sharesChange vs previous 13F -73 shares
0.36% of the 13F portfolio, value $436,009.
13F-HR 0001951757-25-000513 filed by Chancellor Financial Group WB LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,481 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $434,188.
13F-HR 0001951757-25-000281 filed by Chancellor Financial Group WB LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).