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D L CARLSON INVESTMENT GROUP INC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D L CARLSON INVESTMENT GROUP INC on AGG, newest first. How the timeline and the estimate are built.

D L CARLSON INVESTMENT GROUP INC held 114,989 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,989 shares
    Change vs previous 13F -39,295 shares

    1.81% of the 13F portfolio, value $11,381,584.

    13F-HR 0001021117-26-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 154,284 shares
    Change vs previous 13F -17,713 shares

    2.63% of the 13F portfolio, value $15,315,779.

    13F-HR 0001021117-26-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 171,997 shares
    Change vs previous 13F +119,995 shares

    2.9% of the 13F portfolio, value $17,179,073.

    13F-HR 0001021117-26-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 52,002 shares
    Change vs previous 13F -3,057 shares

    0.87% of the 13F portfolio, value $5,213,215.

    13F-HR 0001021117-25-000005 filed by D L CARLSON INVESTMENT GROUP INC
    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 55,059 shares
    Change vs previous 13F +16,988 shares

    1% of the 13F portfolio, value $5,461,892.

    13F-HR 0001021117-25-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 38,071 shares
    Change vs previous 13F -1,570 shares

    0.72% of the 13F portfolio, value $3,765,990.

    13F-HR 0001021117-25-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 39,641 shares
    Change vs previous 13F +131 shares

    0.68% of the 13F portfolio, value $3,841,224.

    13F-HR 0001021117-25-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 39,510 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,001,163.

    13F-HR 0001021117-24-000004 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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