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Disclosery

Chaney Capital Management, Inc.: AGG position timeline

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

Chaney Capital Management, Inc. held 574,238 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 574,238 shares
    Change vs previous 13F -1,631 shares

    17.87% of the 13F portfolio, value $56,838,077.

    13F-HR 0002012041-26-000012 filed by Chaney Capital Management, 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 575,869 shares
    Change vs previous 13F +488 shares

    20.15% of the 13F portfolio, value $57,166,516.

    13F-HR 0002012041-26-000004 filed by Chaney Capital Management, 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 575,381 shares
    Change vs previous 13F +18,054 shares

    19.83% of the 13F portfolio, value $57,469,054.

    13F-HR 0002012041-26-000002 filed by Chaney Capital Management, 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 557,327 shares
    Change vs previous 13F +40,813 shares

    19.82% of the 13F portfolio, value $55,872,032.

    13F-HR 0002012041-25-000011 filed by Chaney Capital Management, 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 516,514 shares
    Change vs previous 13F +70,630 shares

    20.1% of the 13F portfolio, value $51,238,189.

    13F-HR 0002012041-25-000009 filed by Chaney Capital Management, 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 445,884 shares
    Change vs previous 13F +183,381 shares

    19.65% of the 13F portfolio, value $44,106,845.

    13F-HR 0002012041-25-000006 filed by Chaney Capital Management, 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 262,503 shares
    Change vs previous 13F not available

    12.04% of the 13F portfolio, value $25,436,541.

    13F-HR 0002012041-25-000002 filed by Chaney Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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