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Cheviot Value Management, LLC: AGG position timeline

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

Cheviot Value Management, LLC held 35,825 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,825 shares
    Change vs previous 13F +870 shares

    0.36% of the 13F portfolio, value $3,546,003.

    13F-HR 0001140361-26-031662 filed by Cheviot Value Management, 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 34,955 shares
    Change vs previous 13F +3,600 shares

    0.35% of the 13F portfolio, value $3,469,973.

    13F-HR 0001140361-26-020764 filed by Cheviot Value Management, 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 31,355 shares
    Change vs previous 13F -3,891 shares

    0.31% of the 13F portfolio, value $3,140,224.

    13F-HR 0001140361-26-003468 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 35,246 shares
    Change vs previous 13F +349 shares

    0.38% of the 13F portfolio, value $3,569,320.

    13F-HR 0001140361-25-039956 filed by Cheviot Value Management, LLC
    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 34,897 shares
    Change vs previous 13F +279 shares

    0.4% of the 13F portfolio, value $3,452,713.

    13F-HR 0001140361-25-030867 filed by Cheviot Value Management, LLC
    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 34,618 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,384,933.

    13F-HR 0001140361-25-018008 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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