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Genesee Capital Advisors, LLC: AGG position timeline

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

Genesee Capital Advisors, LLC held 10,536 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,536 shares
    Change vs previous 13F +297 shares

    0.33% of the 13F portfolio, value $1,042,830.

    13F-HR 0001951757-26-001110 filed by Genesee Capital 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 10,239 shares
    Change vs previous 13F +65 shares

    0.43% of the 13F portfolio, value $1,016,445.

    13F-HR 0001951757-26-000693 filed by Genesee Capital 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 10,174 shares
    Change vs previous 13F +2,227 shares

    0.41% of the 13F portfolio, value $1,016,172.

    13F-HR 0001951757-26-000194 filed by Genesee Capital 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 7,947 shares
    Change vs previous 13F -310 shares

    0.35% of the 13F portfolio, value $796,696.

    13F-HR 0001951757-25-001255 filed by Genesee Capital 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 8,257 shares
    Change vs previous 13F +79 shares

    0.37% of the 13F portfolio, value $819,137.

    13F-HR 0001951757-25-000968 filed by Genesee Capital 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 8,178 shares
    Change vs previous 13F +89 shares

    0.4% of the 13F portfolio, value $808,934.

    13F-HR 0001951757-25-000406 filed by Genesee Capital 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 8,089 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $783,848.

    13F-HR 0001951757-25-000099 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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