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FLAGSHIP HARBOR ADVISORS, LLC: AGG position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 525,911 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 525,911 shares
    Change vs previous 13F +150,071 shares

    1.99% of the 13F portfolio, value $52,054,718.

    13F-HR 0001691766-26-000006 filed by FLAGSHIP HARBOR ADVISORS, 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 375,840 shares
    Change vs previous 13F -53,259 shares

    1.64% of the 13F portfolio, value $37,309,636.

    13F-HR 0001691766-26-000004 filed by FLAGSHIP HARBOR ADVISORS, 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 429,099 shares
    Change vs previous 13F +24,190 shares

    2.02% of the 13F portfolio, value $42,858,445.

    13F-HR 0001691766-26-000003 filed by FLAGSHIP HARBOR ADVISORS, 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 404,909 shares
    Change vs previous 13F +31,644 shares

    1.77% of the 13F portfolio, value $40,592,136.

    13F-HR 0001691766-25-000007 filed by FLAGSHIP HARBOR ADVISORS, 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 373,265 shares
    Change vs previous 13F +34,146 shares

    1.75% of the 13F portfolio, value $37,027,839.

    13F-HR 0001691766-25-000006 filed by FLAGSHIP HARBOR ADVISORS, 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 339,119 shares
    Change vs previous 13F +10,345 shares

    1.76% of the 13F portfolio, value $33,545,642.

    13F-HR 0001691766-25-000002 filed by FLAGSHIP HARBOR ADVISORS, 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 328,774 shares
    Change vs previous 13F +34,081 shares

    1.67% of the 13F portfolio, value $31,858,211.

    13F-HR 0001691766-25-000001 filed by FLAGSHIP HARBOR ADVISORS, 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 294,693 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $29,843,575.

    13F-HR 0001691766-24-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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