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Golden Bell Financial Planning LLC: AGG position timeline

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

Golden Bell Financial Planning LLC held 57,694 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,694 shares
    Change vs previous 13F -690 shares

    4.2% of the 13F portfolio, value $5,710,552.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning 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 58,384 shares
    Change vs previous 13F +171 shares

    4.62% of the 13F portfolio, value $5,795,780.

    13F-HR 0002044309-26-000004 filed by Golden Bell Financial Planning 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 58,213 shares
    Change vs previous 13F +445 shares

    4.84% of the 13F portfolio, value $5,814,314.

    13F-HR 0002044309-26-000001 filed by Golden Bell Financial Planning 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 57,768 shares
    Change vs previous 13F -2,469 shares

    5.03% of the 13F portfolio, value $5,791,242.

    13F-HR 0002044309-25-000007 filed by Golden Bell Financial Planning 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 60,237 shares
    Change vs previous 13F -3,681 shares

    5.63% of the 13F portfolio, value $5,975,510.

    13F-HR 0002044309-25-000004 filed by Golden Bell Financial Planning 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 63,918 shares
    Change vs previous 13F -1,102 shares

    6.14% of the 13F portfolio, value $6,322,769.

    13F-HR 0002044309-25-000003 filed by Golden Bell Financial Planning 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 65,020 shares
    Change vs previous 13F not available

    6.33% of the 13F portfolio, value $6,300,438.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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