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Disclosery

Cosner Financial Group, LLC: AGG position timeline

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

Cosner Financial Group, LLC held 111,674 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,674 shares
    Change vs previous 13F +5,085 shares

    5.68% of the 13F portfolio, value $11,053,493.

    13F-HR 0001674627-26-000005 filed by Cosner Financial Group, 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 106,589 shares
    Change vs previous 13F -381 shares

    5.81% of the 13F portfolio, value $10,581,090.

    13F-HR 0001674627-26-000003 filed by Cosner Financial Group, 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 106,970 shares
    Change vs previous 13F +5,372 shares

    5.45% of the 13F portfolio, value $10,684,164.

    13F-HR 0001674627-26-000001 filed by Cosner Financial Group, 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 101,598 shares
    Change vs previous 13F +12,724 shares

    5.48% of the 13F portfolio, value $10,185,200.

    13F-HR 0001674627-25-000008 filed by Cosner Financial Group, 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 88,874 shares
    Change vs previous 13F +9,824 shares

    4.91% of the 13F portfolio, value $8,816,301.

    13F-HR 0001674627-25-000005 filed by Cosner Financial Group, 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 79,050 shares
    Change vs previous 13F +4,596 shares

    4.78% of the 13F portfolio, value $7,819,626.

    13F-HR 0001674627-25-000004 filed by Cosner Financial Group, LLC
    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 74,454 shares
    Change vs previous 13F 0 shares

    4.57% of the 13F portfolio, value $7,214,593.

    13F-HR 0001674627-25-000002 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 74,454 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $7,539,957.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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