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Disclosery

Halter Ferguson Financial Inc.: AGG position timeline

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

Halter Ferguson Financial Inc. held 18,298 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,298 shares
    Change vs previous 13F +735 shares

    0.29% of the 13F portfolio, value $1,811,137.

    13F-HR 0001842665-26-000005 filed by Halter Ferguson Financial 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 17,563 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,743,480.

    13F-HR 0001842665-26-000002 filed by Halter Ferguson Financial 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/A 17,563 shares
    Change vs previous 13F +268 shares

    0.39% of the 13F portfolio, value $1,754,193.

    13F-HR/A 0001842665-26-000003 filed by Halter Ferguson Financial Inc.
    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 17,295 shares
    Change vs previous 13F +334 shares

    0.42% of the 13F portfolio, value $1,733,824.

    13F-HR 0001085146-25-005868 filed by Halter Ferguson Financial Inc.
    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 16,961 shares
    Change vs previous 13F -19 shares

    0.62% of the 13F portfolio, value $1,682,532.

    13F-HR 0001085146-25-003763 filed by Halter Ferguson Financial Inc.
    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 16,980 shares
    Change vs previous 13F +213 shares

    0.92% of the 13F portfolio, value $1,679,662.

    13F-HR 0001085146-25-002873 filed by Halter Ferguson Financial Inc.
    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 16,767 shares
    Change vs previous 13F -2,102 shares

    0.69% of the 13F portfolio, value $1,624,723.

    13F-HR 0001085146-25-000960 filed by Halter Ferguson Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,869 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,910,864.

    13F-HR 0001085146-24-005665 filed by Halter Ferguson Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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