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Disclosery

Global Assets Advisory, LLC: AGG position timeline

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

Global Assets Advisory, LLC held 80,280 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,280 shares
    Change vs previous 13F +3,587 shares

    1.73% of the 13F portfolio, value $7,911,156.

    13F-HR 0001420506-26-001303 filed by Global Assets Advisory, 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 76,693 shares
    Change vs previous 13F +1,583 shares

    2.18% of the 13F portfolio, value $7,613,307.

    13F-HR 0001420506-26-000778 filed by Global Assets Advisory, 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 75,110 shares
    Change vs previous 13F +12,278 shares

    2.15% of the 13F portfolio, value $7,501,940.

    13F-HR 0001420506-26-000219 filed by Global Assets Advisory, 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 62,832 shares
    Change vs previous 13F +11,728 shares

    1.87% of the 13F portfolio, value $6,298,922.

    13F-HR 0001420506-25-002952 filed by Global Assets Advisory, 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 51,104 shares
    Change vs previous 13F -66,786 shares

    1.97% of the 13F portfolio, value $5,048,553.

    13F-HR 0001420506-25-001562 filed by Global Assets Advisory, 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 117,890 shares
    Change vs previous 13F +58,051 shares

    2.18% of the 13F portfolio, value $11,575,653.

    13F-HR 0001420506-25-000811 filed by Global Assets Advisory, 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 59,839 shares
    Change vs previous 13F -4,457 shares

    3.2% of the 13F portfolio, value $5,799,022.

    13F-HR 0001420506-25-000476 filed by Global Assets Advisory, 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 64,296 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $6,508,644.

    13F-HR 0001420506-24-002159 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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