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Disclosery

DAVIDSON TRUST CO: AGG position timeline

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

DAVIDSON TRUST CO held 39,635 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 39,635 shares
    Change vs previous 13F +642 shares

    1.48% of the 13F portfolio, value $3,747,312.

    13F-HR 0001133119-26-000007 filed by DAVIDSON TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,993 shares
    Change vs previous 13F -223 shares

    1.51% of the 13F portfolio, value $3,859,576.

    13F-HR 0001133119-26-000004 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 39,216 shares
    Change vs previous 13F +2,086 shares

    1.68% of the 13F portfolio, value $3,892,779.

    13F-HR 0001133119-26-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,130 shares
    Change vs previous 13F +3,498 shares

    1.55% of the 13F portfolio, value $3,708,665.

    13F-HR 0001133119-26-000001 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,632 shares
    Change vs previous 13F +6,664 shares

    1.39% of the 13F portfolio, value $3,371,823.

    13F-HR 0001133119-25-000006 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,968 shares
    Change vs previous 13F +4,881 shares

    1.23% of the 13F portfolio, value $2,675,136.

    13F-HR 0001133119-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,087 shares
    Change vs previous 13F -1,033 shares

    1.04% of the 13F portfolio, value $2,184,969.

    13F-HR 0001080107-25-000005 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,120 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,240,437.

    13F-HR 0001080107-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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