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Disclosery

Family Capital Trust Co: AGG position timeline

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

Family Capital Trust Co held 164,373 AGG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 164,373 shares
    Change vs previous 13F +16,571 shares

    5.29% of the 13F portfolio, value $16,269,586.

    13F-HR/A 0001140361-26-030215 filed by Family Capital Trust Co
    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 147,802 shares
    Change vs previous 13F +3,984 shares

    5.31% of the 13F portfolio, value $14,672,254.

    13F-HR/A 0001140361-26-017710 filed by Family Capital Trust Co
    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 143,818 shares
    Change vs previous 13F +943 shares

    4.69% of the 13F portfolio, value $14,364,491.

    13F-HR 0001140361-26-002497 filed by Family Capital Trust Co
    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 142,875 shares
    Change vs previous 13F +567 shares

    4.79% of the 13F portfolio, value $14,323,183.

    13F-HR 0001140361-25-039107 filed by Family Capital Trust Co
    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 142,308 shares
    Change vs previous 13F +1,709 shares

    4.89% of the 13F portfolio, value $14,116,911.

    13F-HR 0001140361-25-027870 filed by Family Capital Trust Co
    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 140,599 shares
    Change vs previous 13F +4,599 shares

    4.99% of the 13F portfolio, value $13,908,002.

    13F-HR 0001140361-25-015808 filed by Family Capital Trust Co
    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 136,000 shares
    Change vs previous 13F +10,815 shares

    4.47% of the 13F portfolio, value $13,178,358.

    13F-HR 0001140361-25-002189 filed by Family Capital Trust Co
    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 125,185 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $12,677,433.

    13F-HR 0001140361-24-044490 filed by Family Capital Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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