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Disclosery

Copperwynd Financial, LLC: AGG position timeline

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

Copperwynd Financial, LLC held 79,180 AGG shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 79,180 shares
    Change vs previous 13F +39,688 shares

    1.96% of the 13F portfolio, value $7,854,644.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 39,492 shares
    Change vs previous 13F +34,816 shares

    1.08% of the 13F portfolio, value $3,906,558.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,676 shares
    Change vs previous 13F +604 shares

    0.13% of the 13F portfolio, value $453,057.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 4,072 shares
    Change vs previous 13F +608 shares

    0.12% of the 13F portfolio, value $412,384.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,464 shares
    Change vs previous 13F +892 shares

    0.11% of the 13F portfolio, value $343,304.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,572 shares
    Change vs previous 13F -11,679 shares

    0.09% of the 13F portfolio, value $251,885.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 14,251 shares
    Change vs previous 13F +11,137 shares

    0.56% of the 13F portfolio, value $1,414,385.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 3,114 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $292,854.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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