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Disclosery

Frisco Financial Planning LLC: AGG position timeline

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

Frisco Financial Planning LLC held 96,674 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 96,674 shares
    Change vs previous 13F +2,539 shares

    7.11% of the 13F portfolio, value $9,139,558.

    13F-HR 0002133972-26-000010 filed by Frisco Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 94,135 shares
    Change vs previous 13F +2,726 shares

    7.02% of the 13F portfolio, value $9,317,531.

    13F-HR 0002133972-26-000008 filed by Frisco Financial Planning LLC
    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 91,409 shares
    Change vs previous 13F -30,244 shares

    7.48% of the 13F portfolio, value $9,074,132.

    13F-HR 0002133972-26-000007 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 121,653 shares
    Change vs previous 13F +1,720 shares

    10.16% of the 13F portfolio, value $12,150,723.

    13F-HR 0002133972-26-000005 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 119,933 shares
    Change vs previous 13F not available

    10.26% of the 13F portfolio, value $12,023,308.

    13F-HR 0002133972-26-000004 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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