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Eley Financial Management, Inc: AGG position timeline

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

Eley Financial Management, Inc held 309,663 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 309,663 shares
    Change vs previous 13F +43,454 shares

    9.93% of the 13F portfolio, value $30,650,450.

    13F-HR 0001965267-26-000005 filed by Eley Financial Management, Inc
    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/A 266,209 shares
    Change vs previous 13F +5,619 shares

    9.54% of the 13F portfolio, value $26,426,518.

    13F-HR/A 0001965267-26-000003 filed by Eley Financial Management, Inc
    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 260,590 shares
    Change vs previous 13F +6,847 shares

    9.35% of the 13F portfolio, value $26,027,679.

    13F-HR 0001965267-26-000001 filed by Eley Financial Management, Inc
    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 253,743 shares
    Change vs previous 13F +5,003 shares

    9.16% of the 13F portfolio, value $25,437,736.

    13F-HR 0001965267-25-000007 filed by Eley Financial Management, Inc
    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 248,740 shares
    Change vs previous 13F -1,719 shares

    9.47% of the 13F portfolio, value $24,675,008.

    13F-HR 0001965267-25-000004 filed by Eley Financial Management, Inc
    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 250,459 shares
    Change vs previous 13F +3,253 shares

    9.93% of the 13F portfolio, value $24,785,423.

    13F-HR 0001965267-25-000002 filed by Eley Financial Management, Inc
    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 247,206 shares
    Change vs previous 13F +8,588 shares

    9.33% of the 13F portfolio, value $23,954,261.

    13F-HR 0001965267-25-000001 filed by Eley Financial Management, Inc
    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 238,618 shares
    Change vs previous 13F not available

    9.73% of the 13F portfolio, value $24,164,845.

    13F-HR 0001965267-24-000004 filed by Eley Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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