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Disclosery

DHK Financial Advisors, Inc.: AGG position timeline

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

DHK Financial Advisors, Inc. held 8,500 AGG shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,500 shares
    Change vs previous 13F -8,500 shares

    0.48% of the 13F portfolio, value $843,200.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 17,000 shares
    Change vs previous 13F +8,500 shares

    0.92% of the 13F portfolio, value $1,681,640.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,500 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $823,650.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,500 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $860,795.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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