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Disclosery

Dala Group, LLC: AGG position timeline

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

Dala Group, LLC held 8,335 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 8,335 shares
    Change vs previous 13F -187 shares

    0.68% of the 13F portfolio, value $824,998.

    13F-HR 0001104659-26-093196 filed by Dala 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 8,522 shares
    Change vs previous 13F +117 shares

    0.71% of the 13F portfolio, value $846,022.

    13F-HR 0001104659-26-068449 filed by Dala 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 8,405 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $839,491.

    13F-HR 0001104659-26-075723 filed by Dala Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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