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Disclosery

GM Advisory Group, LLC: AGG position timeline

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

GM Advisory Group, LLC held 77,232 AGG shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 77,232 shares
    Change vs previous 13F -1,089 shares

    0.3% of the 13F portfolio, value $7,666,848.

    13F-HR 0001598304-26-000002 filed by GM Advisory 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 ended2025-12-31
    13F 78,321 shares
    Change vs previous 13F -4,414 shares

    0.31% of the 13F portfolio, value $7,822,748.

    13F-HR 0001598304-26-000001 filed by GM Advisory 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 ended2025-09-30
    13F 82,735 shares
    Change vs previous 13F -2,071 shares

    0.35% of the 13F portfolio, value $8,294,207.

    13F-HR 0001598304-25-000003 filed by GM Advisory 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 ended2025-06-30
    13F 84,806 shares
    Change vs previous 13F +307 shares

    0.42% of the 13F portfolio, value $8,412,798.

    13F-HR 0001085146-25-004951 filed by GM Advisory 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 ended2025-03-31
    13F 84,499 shares
    Change vs previous 13F -1,765 shares

    0.45% of the 13F portfolio, value $8,358,635.

    13F-HR 0001085146-25-003078 filed by GM Advisory 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 ended2024-12-31
    13F 86,264 shares
    Change vs previous 13F -5,326 shares

    0.46% of the 13F portfolio, value $8,358,962.

    13F-HR 0001085146-25-000953 filed by GM Advisory 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 ended2024-09-30
    13F 91,590 shares
    Change vs previous 13F +696 shares

    0.56% of the 13F portfolio, value $9,275,368.

    13F-HR 0001085146-24-005500 filed by GM Advisory 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 ended2024-06-30
    13F 90,894 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,823,092.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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