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Disclosery

Godfrey Financial Associates, Inc.: AGG position timeline

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

Godfrey Financial Associates, Inc. held 39,466 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,466 shares
    Change vs previous 13F +874 shares

    2.99% of the 13F portfolio, value $3,906,379.

    13F-HR 0002097943-26-000003 filed by Godfrey Financial Associates, Inc.
    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 38,592 shares
    Change vs previous 13F +764 shares

    3.29% of the 13F portfolio, value $3,831,006.

    13F-HR 0002097943-26-000002 filed by Godfrey Financial Associates, Inc.
    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 37,828 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $3,778,267.

    13F-HR 0002097943-26-000001 filed by Godfrey Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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