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Disclosery

Farrell Financial LLC: AGG position timeline

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

Farrell Financial LLC held 5,736 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,736 shares
    Change vs previous 13F -548 shares

    0.31% of the 13F portfolio, value $567,716.

    13F-HR 0001754960-26-000469 filed by Farrell Financial 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 6,284 shares
    Change vs previous 13F -1,548 shares

    0.37% of the 13F portfolio, value $623,787.

    13F-HR 0001754960-26-000217 filed by Farrell Financial 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 7,832 shares
    Change vs previous 13F +281 shares

    0.46% of the 13F portfolio, value $782,249.

    13F-HR 0001754960-26-000026 filed by Farrell Financial 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 7,551 shares
    Change vs previous 13F -1,503 shares

    0.47% of the 13F portfolio, value $756,988.

    13F-HR 0001754960-25-000697 filed by Farrell Financial 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 9,054 shares
    Change vs previous 13F -428 shares

    0.6% of the 13F portfolio, value $898,185.

    13F-HR 0001754960-25-000374 filed by Farrell Financial 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 9,482 shares
    Change vs previous 13F -1,601 shares

    0.68% of the 13F portfolio, value $937,969.

    13F-HR 0001754960-25-000203 filed by Farrell Financial 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 11,083 shares
    Change vs previous 13F +1,012 shares

    0.77% of the 13F portfolio, value $1,073,903.

    13F-HR 0001754960-25-000042 filed by Farrell Financial 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 10,071 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $992,023.

    13F-HR 0001754960-24-000558 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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