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Impact Capital Partners LLC: AGG position timeline

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

Impact Capital Partners LLC held 54,146 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,146 shares
    Change vs previous 13F -801 shares

    1.46% of the 13F portfolio, value $5,359,326.

    13F-HR 0001951757-26-000997 filed by Impact Capital Partners 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 54,947 shares
    Change vs previous 13F +6,082 shares

    1.65% of the 13F portfolio, value $5,454,573.

    13F-HR 0001951757-26-000577 filed by Impact Capital Partners 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 48,865 shares
    Change vs previous 13F +808 shares

    1.45% of the 13F portfolio, value $4,880,670.

    13F-HR 0001951757-26-000022 filed by Impact Capital Partners 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 48,057 shares
    Change vs previous 13F -2,124 shares

    1.45% of the 13F portfolio, value $4,817,681.

    13F-HR 0001951757-25-001225 filed by Impact Capital Partners 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 50,181 shares
    Change vs previous 13F +7,816 shares

    1.63% of the 13F portfolio, value $4,977,935.

    13F-HR 0001951757-25-000891 filed by Impact Capital Partners 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 42,365 shares
    Change vs previous 13F -8,346 shares

    1.52% of the 13F portfolio, value $4,190,732.

    13F-HR 0001951757-25-000309 filed by Impact Capital Partners 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 50,711 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $4,913,859.

    13F-HR 0001951757-25-000213 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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