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Disclosery

Financial Designs Corp: AGG position timeline

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

Financial Designs Corp held 298,782 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 298,782 shares
    Change vs previous 13F +10,455 shares

    14.54% of the 13F portfolio, value $28,246,850.

    13F-HR 0001085146-26-000824 filed by Financial Designs Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 288,327 shares
    Change vs previous 13F +15,298 shares

    15.3% of the 13F portfolio, value $28,538,606.

    13F-HR 0001561383-26-000005 filed by Financial Designs Corp
    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 273,029 shares
    Change vs previous 13F +679 shares

    15.09% of the 13F portfolio, value $27,103,589.

    13F-HR 0001561383-26-000003 filed by Financial Designs Corp
    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 272,350 shares
    Change vs previous 13F +23,060 shares

    15.41% of the 13F portfolio, value $27,202,318.

    13F-HR 0001561383-26-000002 filed by Financial Designs Corp
    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 249,290 shares
    Change vs previous 13F +10,576 shares

    14.51% of the 13F portfolio, value $25,063,617.

    13F-HR 0001561383-25-000005 filed by Financial Designs Corp
    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 238,714 shares
    Change vs previous 13F -1,138 shares

    14.52% of the 13F portfolio, value $23,680,429.

    13F-HR 0001085146-25-003893 filed by Financial Designs Corp
    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 239,852 shares
    Change vs previous 13F -2,197 shares

    16.52% of the 13F portfolio, value $23,726,160.

    13F-HR 0001085146-25-002084 filed by Financial Designs Corp
    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 242,049 shares
    Change vs previous 13F not available

    15.45% of the 13F portfolio, value $23,454,548.

    13F-HR 0001085146-25-000311 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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