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Disclosery

Financial Advocates Investment Management: AGG position timeline

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

Financial Advocates Investment Management held 0 AGG shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -48,601 shares

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 48,601 shares
    Change vs previous 13F -123,164 shares

    0.4% of the 13F portfolio, value $4,848,904.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 171,765 shares
    Change vs previous 13F -10,966 shares

    1.19% of the 13F portfolio, value $16,990,933.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 182,731 shares
    Change vs previous 13F +12,291 shares

    1.01% of the 13F portfolio, value $17,706,568.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 170,440 shares
    Change vs previous 13F +2,786 shares

    0.97% of the 13F portfolio, value $17,173,823.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 167,654 shares
    Change vs previous 13F +4,302 shares

    1.01% of the 13F portfolio, value $16,274,108.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 163,352 shares
    Change vs previous 13F +43,115 shares

    0.93% of the 13F portfolio, value $16,029,792.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 120,237 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $11,933,566.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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