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Disclosery

Fort Henry Capital, LLC: AGG position timeline

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

Fort Henry Capital, LLC held 313,230 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,230 shares
    Change vs previous 13F +8,469 shares

    17.08% of the 13F portfolio, value $31,003,522.

    13F-HR 0002085853-26-000735 filed by Fort Henry Capital, 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 304,761 shares
    Change vs previous 13F +9,162 shares

    18.3% of the 13F portfolio, value $30,253,649.

    13F-HR 0002085853-26-000429 filed by Fort Henry Capital, 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 295,599 shares
    Change vs previous 13F +13,140 shares

    18.09% of the 13F portfolio, value $29,524,425.

    13F-HR 0002085853-26-000071 filed by Fort Henry Capital, 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 282,459 shares
    Change vs previous 13F +5,388 shares

    17.99% of the 13F portfolio, value $28,316,476.

    13F-HR 0002085853-25-000080 filed by Fort Henry Capital, 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 277,071 shares
    Change vs previous 13F +1,684 shares

    18.48% of the 13F portfolio, value $27,485,405.

    13F-HR 0001667731-25-000800 filed by Fort Henry Capital, 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 275,387 shares
    Change vs previous 13F +1,589 shares

    19.56% of the 13F portfolio, value $27,241,243.

    13F-HR 0001667731-25-000482 filed by Fort Henry Capital, 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 273,798 shares
    Change vs previous 13F -1,158 shares

    18.98% of the 13F portfolio, value $26,530,988.

    13F-HR 0001667731-25-000071 filed by Fort Henry Capital, 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 274,956 shares
    Change vs previous 13F not available

    18.95% of the 13F portfolio, value $27,844,805.

    13F-HR 0001843536-24-000004 filed by Fort Henry Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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