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Disclosery

Erickson Financial Group, LLC: AGG position timeline

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

Erickson Financial Group, LLC held 84,132 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 84,132 shares
    Change vs previous 13F +3,708 shares

    4.46% of the 13F portfolio, value $8,327,336.

    13F-HR 0001951757-26-001068 filed by Erickson Financial 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 ended2026-03-31
    13F 80,424 shares
    Change vs previous 13F +4,072 shares

    5% of the 13F portfolio, value $7,983,641.

    13F-HR 0001951757-26-000542 filed by Erickson Financial 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 ended2025-12-31
    13F 76,352 shares
    Change vs previous 13F +5,894 shares

    4.68% of the 13F portfolio, value $7,625,988.

    13F-HR 0001951757-26-000237 filed by Erickson Financial 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 ended2025-09-30
    13F 70,458 shares
    Change vs previous 13F +826 shares

    4.44% of the 13F portfolio, value $7,063,364.

    13F-HR 0001951757-25-001223 filed by Erickson Financial 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 ended2025-06-30
    13F 69,632 shares
    Change vs previous 13F +1,100 shares

    4.67% of the 13F portfolio, value $6,907,445.

    13F-HR 0001951757-25-001069 filed by Erickson Financial 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 ended2025-03-31
    13F 68,532 shares
    Change vs previous 13F +1,416 shares

    5.06% of the 13F portfolio, value $6,779,235.

    13F-HR 0001951757-25-000366 filed by Erickson Financial 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 ended2024-12-31
    13F 67,116 shares
    Change vs previous 13F +370 shares

    4.63% of the 13F portfolio, value $6,503,589.

    13F-HR 0001951757-25-000155 filed by Erickson Financial 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 ended2024-09-30
    13F 66,746 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $6,759,418.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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