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Disclosery

Forum Private Client Group LLC: AGG position timeline

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

Forum Private Client Group LLC held 44,761 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,761 shares
    Change vs previous 13F +2,303 shares

    1.32% of the 13F portfolio, value $4,430,409.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 42,458 shares
    Change vs previous 13F -2,345 shares

    1.41% of the 13F portfolio, value $4,217,672.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 44,803 shares
    Change vs previous 13F -2,355 shares

    1.53% of the 13F portfolio, value $4,474,969.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 47,158 shares
    Change vs previous 13F -1,820 shares

    1.68% of the 13F portfolio, value $4,727,629.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 48,978 shares
    Change vs previous 13F -678 shares

    1.87% of the 13F portfolio, value $4,858,594.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 49,656 shares
    Change vs previous 13F -1,324 shares

    2.13% of the 13F portfolio, value $4,911,985.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 50,980 shares
    Change vs previous 13F -1,879 shares

    2.2% of the 13F portfolio, value $4,939,981.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 52,859 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $5,352,988.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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