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Gladwyn Financial Advisors, Inc.: AGG position timeline

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

Gladwyn Financial Advisors, Inc. held 6,742 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 6,742 shares
    Change vs previous 13F -111 shares

    0.41% of the 13F portfolio, value $637,395.

    13F-HR 0002078684-26-000004 filed by Gladwyn Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,853 shares
    Change vs previous 13F +384 shares

    0.42% of the 13F portfolio, value $678,350.

    13F-HR 0002078684-26-000003 filed by Gladwyn Financial Advisors, Inc.
    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 6,469 shares
    Change vs previous 13F -2,388 shares

    0.45% of the 13F portfolio, value $642,156.

    13F-HR 0002078684-26-000002 filed by Gladwyn Financial Advisors, Inc.
    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 8,857 shares
    Change vs previous 13F -2,250 shares

    0.62% of the 13F portfolio, value $884,617.

    13F-HR 0002078684-26-000001 filed by Gladwyn Financial Advisors, Inc.
    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 11,107 shares
    Change vs previous 13F +334 shares

    0.8% of the 13F portfolio, value $1,113,478.

    13F-HR 0002078684-25-000003 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,773 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,068,644.

    13F-HR 0002078684-25-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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