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Disclosery

Financial Advisory Group: AGG position timeline

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

Financial Advisory Group held 29,728 AGG shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 29,728 shares
    Change vs previous 13F -13,655 shares

    0.51% of the 13F portfolio, value $2,911,560.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 43,383 shares
    Change vs previous 13F -1,031 shares

    0.82% of the 13F portfolio, value $4,305,763.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 44,414 shares
    Change vs previous 13F -30,799 shares

    0.86% of the 13F portfolio, value $4,176,693.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 75,213 shares
    Change vs previous 13F +14,996 shares

    1.46% of the 13F portfolio, value $7,367,113.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 60,217 shares
    Change vs previous 13F -248 shares

    1.21% of the 13F portfolio, value $6,000,069.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 60,465 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $5,865,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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