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Grant/GrossMendelsohn, LLC: AGG position timeline

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

Grant/GrossMendelsohn, LLC held 37,699 AGG shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 37,699 shares
    Change vs previous 13F -7,601 shares

    2.07% of the 13F portfolio, value $3,726,063.

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 45,300 shares
    Change vs previous 13F -3,011 shares

    2.29% of the 13F portfolio, value $4,389,584.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 48,311 shares
    Change vs previous 13F -7,639 shares

    2.11% of the 13F portfolio, value $4,893,296.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 55,950 shares
    Change vs previous 13F -4,256 shares

    2.48% of the 13F portfolio, value $5,431,064.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 60,206 shares
    Change vs previous 13F -15,046 shares

    2.72% of the 13F portfolio, value $5,833,945.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 75,252 shares
    Change vs previous 13F -7,485 shares

    3.05% of the 13F portfolio, value $7,380,372.

    13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 82,737 shares
    Change vs previous 13F -13,849 shares

    3.37% of the 13F portfolio, value $7,780,562.

    13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 96,586 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $9,369,784.

    13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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