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Harpswell Capital Advisors, LLC: AGG position timeline

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

Harpswell Capital Advisors, LLC held 112,528 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 112,528 shares
    Change vs previous 13F +2,365 shares

    6.98% of the 13F portfolio, value $10,638,397.

    13F-HR 0001806630-26-000004 filed by Harpswell Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 110,163 shares
    Change vs previous 13F +6,156 shares

    7% of the 13F portfolio, value $10,903,934.

    13F-HR 0001806630-26-000003 filed by Harpswell Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 104,007 shares
    Change vs previous 13F +30,037 shares

    7.69% of the 13F portfolio, value $10,324,775.

    13F-HR 0001806630-26-000002 filed by Harpswell Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 73,970 shares
    Change vs previous 13F +69,960 shares

    5.86% of the 13F portfolio, value $7,388,124.

    13F-HR 0001806630-26-000001 filed by Harpswell Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,010 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $402,003.

    13F-HR 0001806630-25-000003 filed by Harpswell Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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