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Charter Capital Management, LLC\DE: AGG position timeline

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

Charter Capital Management, LLC\DE held 40,788 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,788 shares
    Change vs previous 13F +1,745 shares

    1.79% of the 13F portfolio, value $4,037,243.

    13F-HR 0002076040-26-000006 filed by Charter Capital Management, LLC\DE
    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 39,043 shares
    Change vs previous 13F +1,775 shares

    1.94% of the 13F portfolio, value $3,875,848.

    13F-HR 0002076040-26-000004 filed by Charter Capital Management, LLC\DE
    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 37,268 shares
    Change vs previous 13F +506 shares

    1.92% of the 13F portfolio, value $3,722,353.

    13F-HR 0002076040-26-000002 filed by Charter Capital Management, LLC\DE
    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 36,762 shares
    Change vs previous 13F +1,889 shares

    1.99% of the 13F portfolio, value $3,685,347.

    13F-HR 0002076040-25-000004 filed by Charter Capital Management, LLC\DE
    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 34,873 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $3,459,435.

    13F-HR 0002076040-25-000002 filed by Charter Capital Management, LLC\DE
    Filed (acceptance time not in the bulk data set), ingested

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