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Disclosery

HBC Financial Services, PLLC: AGG position timeline

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

HBC Financial Services, PLLC held 133,863 AGG shares at 2024-12-31 per its 13F-HR filed 2025-01-16.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 133,863 shares
    Change vs previous 13F +9,751 shares

    7.95% of the 13F portfolio, value $12,971,000.

    13F-HR 0001802872-25-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 124,112 shares
    Change vs previous 13F +1,910 shares

    7.42% of the 13F portfolio, value $12,217,000.

    13F-HR 0001802872-24-000005 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 122,202 shares
    Change vs previous 13F -242 shares

    7.66% of the 13F portfolio, value $12,034,000.

    13F-HR 0001802872-24-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 122,444 shares
    Change vs previous 13F +753 shares

    7.91% of the 13F portfolio, value $11,665,000.

    13F-HR 0001802872-24-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 121,691 shares
    Change vs previous 13F +5,609 shares

    8.19% of the 13F portfolio, value $12,077,000.

    13F-HR 0001802872-24-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 116,082 shares
    Change vs previous 13F +3,670 shares

    8.19% of the 13F portfolio, value $10,916,000.

    13F-HR 0001802872-23-000004 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 112,412 shares
    Change vs previous 13F +273 shares

    7.83% of the 13F portfolio, value $11,030,000.

    13F-HR 0001802872-23-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 112,139 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $11,090,000.

    13F-HR 0001802872-23-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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