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Disclosery

Edge Capital Group, LLC: AGG position timeline

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

Edge Capital Group, LLC held 86,791 AGG shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 86,791 shares
    Change vs previous 13F +9,959 shares

    0.43% of the 13F portfolio, value $8,410,077.

    13F-HR 0001765380-25-000038 filed by Edge Capital 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 ended2024-09-30
    13F 76,832 shares
    Change vs previous 13F +9,927 shares

    0.34% of the 13F portfolio, value $7,780,778.

    13F-HR 0001765380-24-000438 filed by Edge Capital 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 ended2024-06-30
    13F 66,905 shares
    Change vs previous 13F -49,020 shares

    0.31% of the 13F portfolio, value $6,494,468.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 115,925 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $11,353,695.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 115,925 shares
    Change vs previous 13F -7,000 shares

    0.64% of the 13F portfolio, value $11,505,556.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 122,925 shares
    Change vs previous 13F -33,340 shares

    0.75% of the 13F portfolio, value $11,559,867.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 156,265 shares
    Change vs previous 13F +11,350 shares

    0.88% of the 13F portfolio, value $15,306,157.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 144,915 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $14,439,331.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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