Skip to content
Disclosery

IMS Capital Management: AGG position timeline

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

IMS Capital Management held 6,526 AGG shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,526 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $654,232.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,526 shares
    Change vs previous 13F +650 shares

    0.3% of the 13F portfolio, value $647,379.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,876 shares
    Change vs previous 13F +18 shares

    0.29% of the 13F portfolio, value $581,254.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,858 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $567,640.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,858 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $593,240.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,858 shares
    Change vs previous 13F +60 shares

    0.27% of the 13F portfolio, value $588,905.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,798 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $567,856.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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