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Disclosery

FC Advisory LLC: AGG position timeline

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

FC Advisory LLC held 162,365 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 162,365 shares
    Change vs previous 13F +10,218 shares

    4.02% of the 13F portfolio, value $15,349,953.

    13F-HR 0001683754-26-000005 filed by FC Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 152,147 shares
    Change vs previous 13F +2,259 shares

    3.99% of the 13F portfolio, value $15,059,516.

    13F-HR 0001683754-26-000003 filed by FC Advisory LLC
    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 149,888 shares
    Change vs previous 13F +5,690 shares

    4.34% of the 13F portfolio, value $14,879,360.

    13F-HR 0001683754-26-000002 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 144,198 shares
    Change vs previous 13F +4,271 shares

    4.14% of the 13F portfolio, value $14,402,533.

    13F-HR 0001683754-26-000001 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 139,927 shares
    Change vs previous 13F +1,448 shares

    4.1% of the 13F portfolio, value $14,027,683.

    13F-HR 0001683754-25-000007 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 138,479 shares
    Change vs previous 13F -8 shares

    4.24% of the 13F portfolio, value $13,737,137.

    13F-HR 0001683754-25-000005 filed by FC Advisory LLC
    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 138,487 shares
    Change vs previous 13F +2,245 shares

    4.63% of the 13F portfolio, value $13,699,150.

    13F-HR 0001683754-25-000002 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 136,242 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $13,201,810.

    13F-HR 0001683754-25-000001 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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