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Disclosery

Fort Point Capital Partners LLC: AGG position timeline

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

Fort Point Capital Partners LLC held 502,262 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 502,262 shares
    Change vs previous 13F +23,887 shares

    5.31% of the 13F portfolio, value $49,713,846.

    13F-HR 0001589282-26-000006 filed by Fort Point Capital Partners 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 478,375 shares
    Change vs previous 13F +19,978 shares

    6.23% of the 13F portfolio, value $47,488,293.

    13F-HR 0001589282-26-000004 filed by Fort Point Capital Partners 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 458,397 shares
    Change vs previous 13F +47,770 shares

    5.56% of the 13F portfolio, value $45,940,528.

    13F-HR 0001589282-26-000002 filed by Fort Point Capital Partners 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 410,627 shares
    Change vs previous 13F +20,513 shares

    5.23% of the 13F portfolio, value $41,165,347.

    13F-HR 0001589282-25-000005 filed by Fort Point Capital Partners 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 390,114 shares
    Change vs previous 13F +12,000 shares

    3.88% of the 13F portfolio, value $38,699,353.

    13F-HR 0001879202-25-000030 filed by Fort Point Capital Partners 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 378,114 shares
    Change vs previous 13F +24,089 shares

    4.18% of the 13F portfolio, value $37,402,990.

    13F-HR 0001879202-25-000016 filed by Fort Point Capital Partners 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 354,025 shares
    Change vs previous 13F +33,766 shares

    3.84% of the 13F portfolio, value $34,304,993.

    13F-HR 0001879202-25-000002 filed by Fort Point Capital Partners 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 320,259 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $32,432,630.

    13F-HR 0001879202-24-000058 filed by Fort Point Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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