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Disclosery

Heritage Family Offices, LLP: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on AGG, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 28,089 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,089 shares
    Change vs previous 13F -21,028 shares

    1.07% of the 13F portfolio, value $2,780,250.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 49,117 shares
    Change vs previous 13F -20,912 shares

    2.16% of the 13F portfolio, value $4,875,845.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 70,029 shares
    Change vs previous 13F +5,692 shares

    3.18% of the 13F portfolio, value $6,994,503.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 64,337 shares
    Change vs previous 13F -10,011 shares

    3% of the 13F portfolio, value $6,449,797.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 74,348 shares
    Change vs previous 13F 0 shares

    3.71% of the 13F portfolio, value $7,340,386.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 74,348 shares
    Change vs previous 13F +5,637 shares

    3.76% of the 13F portfolio, value $7,354,501.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 68,711 shares
    Change vs previous 13F +1,474 shares

    3.32% of the 13F portfolio, value $6,658,104.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 67,237 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $6,809,092.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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