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Disclosery

Fiduciary Group, LLC: AGG position timeline

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

Fiduciary Group, LLC held 475,570 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 475,570 shares
    Change vs previous 13F +27,682 shares

    3.69% of the 13F portfolio, value $47,071,883.

    13F-HR 0001645890-26-000003 filed by Fiduciary 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 447,888 shares
    Change vs previous 13F +62,267 shares

    3.8% of the 13F portfolio, value $44,461,875.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 385,621 shares
    Change vs previous 13F +83,439 shares

    3.23% of the 13F portfolio, value $38,515,851.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 302,182 shares
    Change vs previous 13F +45,047 shares

    2.66% of the 13F portfolio, value $30,293,749.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 257,135 shares
    Change vs previous 13F +26,007 shares

    2.4% of the 13F portfolio, value $25,507,782.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 231,128 shares
    Change vs previous 13F +40,057 shares

    2.29% of the 13F portfolio, value $22,863,162.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 191,071 shares
    Change vs previous 13F +88,689 shares

    1.86% of the 13F portfolio, value $18,514,762.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 102,382 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $10,368,253.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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