GREENWOOD CAPITAL ASSOCIATES LLC: AGG position timeline

GREENWOOD CAPITAL ASSOCIATES LLC held 145,605 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 145,605 shares

   Change vs previous 13F +4,302 shares

   1.41% of the 13F portfolio, value $14,412,026.

   13F-HR 0001161822-26-000004 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 141,303 shares

   Change vs previous 13F +5,778 shares

   1.55% of the 13F portfolio, value $14,027,107.

   13F-HR 0001161822-26-000003 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 135,525 shares

   Change vs previous 13F +2,798 shares

   1.47% of the 13F portfolio, value $13,536,237.

   13F-HR 0001161822-26-000002 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 132,727 shares

   Change vs previous 13F +3,066 shares

   1.54% of the 13F portfolio, value $13,305,882.

   13F-HR 0001161822-25-000010 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 129,661 shares

   Change vs previous 13F +2,363 shares

   1.6% of the 13F portfolio, value $12,862,371.

   13F-HR 0001161822-25-000005 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 127,298 shares

   Change vs previous 13F +2,544 shares

   1.7% of the 13F portfolio, value $12,592,318.

   13F-HR 0001161822-25-000003 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 124,754 shares

   Change vs previous 13F -1,387 shares

   1.58% of the 13F portfolio, value $12,088,663.

   13F-HR 0001161822-25-000002 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 126,141 shares

   Change vs previous 13F not available

   1.66% of the 13F portfolio, value $12,774,299.

   13F-HR 0001161822-24-000014 filed by GREENWOOD CAPITAL ASSOCIATES LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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