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Hoxton Planning & Management, LLC: AGG position timeline

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

Hoxton Planning & Management, LLC held 28,995 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,995 shares
    Change vs previous 13F +265 shares

    0.75% of the 13F portfolio, value $2,869,925.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, LLC
    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 28,730 shares
    Change vs previous 13F +1,225 shares

    0.86% of the 13F portfolio, value $2,852,027.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, LLC
    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 27,505 shares
    Change vs previous 13F -721 shares

    0.82% of the 13F portfolio, value $2,747,199.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 28,226 shares
    Change vs previous 13F -1,551 shares

    0.91% of the 13F portfolio, value $2,829,657.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 29,777 shares
    Change vs previous 13F -840 shares

    1.02% of the 13F portfolio, value $2,953,878.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, LLC
    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 30,617 shares
    Change vs previous 13F -834 shares

    1.16% of the 13F portfolio, value $3,028,634.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, LLC
    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 31,451 shares
    Change vs previous 13F +1,779 shares

    1.16% of the 13F portfolio, value $3,047,562.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
    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 29,672 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,004,842.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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