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Cottage Street Advisors LLC: AGG position timeline

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

Cottage Street Advisors LLC held 5,468 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,468 shares
    Change vs previous 13F +1,217 shares

    0.21% of the 13F portfolio, value $541,196.

    13F-HR 0001754960-26-000564 filed by Cottage Street Advisors 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 4,251 shares
    Change vs previous 13F -77 shares

    0.18% of the 13F portfolio, value $422,082.

    13F-HR 0001754960-26-000278 filed by Cottage Street Advisors 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 4,328 shares
    Change vs previous 13F +55 shares

    0.18% of the 13F portfolio, value $432,241.

    13F-HR 0001754960-26-000117 filed by Cottage Street Advisors 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 4,273 shares
    Change vs previous 13F -19 shares

    0.18% of the 13F portfolio, value $428,337.

    13F-HR 0001754960-25-000779 filed by Cottage Street Advisors 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 4,292 shares
    Change vs previous 13F +48 shares

    0.22% of the 13F portfolio, value $425,815.

    13F-HR 0001754960-25-000521 filed by Cottage Street Advisors 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 4,244 shares
    Change vs previous 13F +23 shares

    0.21% of the 13F portfolio, value $419,854.

    13F-HR 0001754960-25-000231 filed by Cottage Street Advisors 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 4,221 shares
    Change vs previous 13F +256 shares

    0.21% of the 13F portfolio, value $408,987.

    13F-HR 0001754960-25-000134 filed by Cottage Street Advisors 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 3,965 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $401,495.

    13F-HR 0001754960-24-000561 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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