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Disclosery

HL FINANCIAL SERVICES LLC: AGG position timeline

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

HL FINANCIAL SERVICES LLC held 116,514 AGG shares at 2019-03-31 per its 13F-HR filed 2019-05-01.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 116,514 shares
    Change vs previous 13F -79,910 shares

    0.2% of the 13F portfolio, value $12,708,000.

    13F-HR 0000891092-19-005145 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 196,424 shares
    Change vs previous 13F -7,095 shares

    0.37% of the 13F portfolio, value $20,917,000.

    13F-HR 0000891092-19-001578 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 203,519 shares
    Change vs previous 13F +22,799 shares

    0.33% of the 13F portfolio, value $21,475,000.

    13F-HR 0000891092-18-008001 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 180,720 shares
    Change vs previous 13F +7,946 shares

    0.33% of the 13F portfolio, value $19,214,000.

    13F-HR 0000891092-18-005718 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 172,774 shares
    Change vs previous 13F +172,774 shares

    0.33% of the 13F portfolio, value $18,530,000.

    13F-HR 0000891092-18-004119 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -139,738 shares

    13F-HR 0000891092-18-000718 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2017-09-30
    13F 139,738 shares
    Change vs previous 13F +13,430 shares

    0.3% of the 13F portfolio, value $15,314,000.

    13F-HR 0000891092-17-008024 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 126,308 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $13,832,000.

    13F-HR 0000891092-17-005485 filed by HL FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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