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DSG Capital Advisors, LLC: AGG position timeline

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

DSG Capital Advisors, LLC held 207,656 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,656 shares
    Change vs previous 13F +5,762 shares

    2.89% of the 13F portfolio, value $20,350,327.

    13F-HR 0001951757-26-001102 filed by DSG Capital Advisors, 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 201,894 shares
    Change vs previous 13F +2,038 shares

    3.21% of the 13F portfolio, value $20,042,057.

    13F-HR 0001951757-26-000735 filed by DSG Capital Advisors, 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 199,856 shares
    Change vs previous 13F -165 shares

    3.05% of the 13F portfolio, value $20,029,609.

    13F-HR 0001951757-26-000318 filed by DSG Capital Advisors, LLC
    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 200,021 shares
    Change vs previous 13F +55,034 shares

    3.2% of the 13F portfolio, value $20,052,146.

    13F-HR 0001951757-25-001258 filed by DSG Capital Advisors, LLC
    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 144,987 shares
    Change vs previous 13F +122,653 shares

    2.56% of the 13F portfolio, value $14,382,750.

    13F-HR 0001951757-25-000841 filed by DSG Capital Advisors, LLC
    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 22,334 shares
    Change vs previous 13F -32,903 shares

    0.45% of the 13F portfolio, value $2,209,319.

    13F-HR 0001951757-25-000457 filed by DSG Capital Advisors, LLC
    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 55,237 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,352,459.

    13F-HR 0001951757-25-000282 filed by DSG Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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