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Disclosery

Exchange Bank: AGG position timeline

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

Exchange Bank held 29,743 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,743 shares
    Change vs previous 13F -7,275 shares

    1.74% of the 13F portfolio, value $2,811,902.

    13F-HR 0002001155-26-000004 filed by Exchange Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,018 shares
    Change vs previous 13F -428 shares

    2.28% of the 13F portfolio, value $3,664,042.

    13F-HR 0002001155-26-000003 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 37,446 shares
    Change vs previous 13F +671 shares

    2.58% of the 13F portfolio, value $3,717,266.

    13F-HR 0002001155-26-000002 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 36,775 shares
    Change vs previous 13F -225 shares

    2.54% of the 13F portfolio, value $3,673,088.

    13F-HR 0002001155-26-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 37,000 shares
    Change vs previous 13F +2,727 shares

    2.57% of the 13F portfolio, value $3,709,254.

    13F-HR 0002001155-25-000005 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 34,273 shares
    Change vs previous 13F -5,078 shares

    2.69% of the 13F portfolio, value $3,399,883.

    13F-HR 0002001155-25-000003 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 39,351 shares
    Change vs previous 13F -901 shares

    3.14% of the 13F portfolio, value $3,892,601.

    13F-HR 0002001155-25-000002 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,252 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $3,900,422.

    13F-HR 0002001155-25-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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