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DURANTE & WATERS, LLC: AGG position timeline

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

DURANTE & WATERS, LLC held 90,657 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 90,657 shares
    Change vs previous 13F +7,416 shares

    5.88% of the 13F portfolio, value $8,973,249.

    13F-HR 0001666582-26-000003 filed by DURANTE & WATERS, 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 83,241 shares
    Change vs previous 13F -208 shares

    5.98% of the 13F portfolio, value $8,263,305.

    13F-HR 0001666582-26-000002 filed by DURANTE & WATERS, 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 83,449 shares
    Change vs previous 13F +2,736 shares

    5.81% of the 13F portfolio, value $8,334,877.

    13F-HR 0001666582-26-000001 filed by DURANTE & WATERS, 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 80,713 shares
    Change vs previous 13F +3,909 shares

    5.95% of the 13F portfolio, value $8,091,469.

    13F-HR 0001666582-25-000006 filed by DURANTE & WATERS, 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 76,804 shares
    Change vs previous 13F -1,095 shares

    6% of the 13F portfolio, value $7,618,993.

    13F-HR 0001666582-25-000004 filed by DURANTE & WATERS, 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 77,899 shares
    Change vs previous 13F -1,969 shares

    6.48% of the 13F portfolio, value $7,705,734.

    13F-HR 0001666582-25-000002 filed by DURANTE & WATERS, 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 79,868 shares
    Change vs previous 13F +20,208 shares

    6.39% of the 13F portfolio, value $7,739,181.

    13F-HR 0001666582-25-000001 filed by DURANTE & WATERS, LLC
    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 59,660 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $6,041,726.

    13F-HR 0001666582-24-000008 filed by DURANTE & WATERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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