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Creekmur Asset Management LLC: AGG position timeline

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

Creekmur Asset Management LLC held 56,118 AGG shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 56,118 shares
    Change vs previous 13F -4,441 shares

    0.93% of the 13F portfolio, value $5,625,783.

    13F-HR 0002013091-25-000008 filed by Creekmur Asset 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 ended2025-06-30
    13F 60,559 shares
    Change vs previous 13F -74,923 shares

    1.06% of the 13F portfolio, value $6,007,480.

    13F-HR 0002013091-25-000004 filed by Creekmur Asset 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 ended2025-03-31
    13F 135,482 shares
    Change vs previous 13F +4,425 shares

    2.81% of the 13F portfolio, value $13,401,906.

    13F-HR 0002013091-25-000002 filed by Creekmur Asset 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 ended2024-12-31
    13F 131,057 shares
    Change vs previous 13F +15,137 shares

    2.91% of the 13F portfolio, value $12,699,378.

    13F-HR 0002013091-25-000001 filed by Creekmur Asset 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 ended2024-09-30
    13F 115,920 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $11,739,199.

    13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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