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Disclosery

Ellenbecker Investment Group: AGG position timeline

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

Ellenbecker Investment Group held 858,837 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 858,837 shares
    Change vs previous 13F +36,655 shares

    9.88% of the 13F portfolio, value $85,007,749.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 822,182 shares
    Change vs previous 13F +90,541 shares

    10.99% of the 13F portfolio, value $81,618,026.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 731,641 shares
    Change vs previous 13F +82,800 shares

    10.22% of the 13F portfolio, value $73,076,310.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 648,841 shares
    Change vs previous 13F +50,564 shares

    9.6% of the 13F portfolio, value $65,046,368.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 598,277 shares
    Change vs previous 13F +86,218 shares

    9.59% of the 13F portfolio, value $59,349,135.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 512,059 shares
    Change vs previous 13F +90,682 shares

    9.1% of the 13F portfolio, value $50,652,894.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 421,377 shares
    Change vs previous 13F +100,420 shares

    7.3% of the 13F portfolio, value $40,831,462.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 320,957 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $32,503,357.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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