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Disclosery

Ironwood Financial, llc: AGG position timeline

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

Ironwood Financial, llc held 45,077 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,077 shares
    Change vs previous 13F +1,345 shares

    0.69% of the 13F portfolio, value $4,404,443.

    13F-HR 0001630360-26-000005 filed by Ironwood Financial, 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 43,732 shares
    Change vs previous 13F -880 shares

    0.76% of the 13F portfolio, value $4,341,306.

    13F-HR 0001630360-26-000003 filed by Ironwood Financial, 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 44,612 shares
    Change vs previous 13F -2,912 shares

    0.76% of the 13F portfolio, value $4,466,084.

    13F-HR 0001630360-26-000001 filed by Ironwood Financial, 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 47,524 shares
    Change vs previous 13F -1,691 shares

    0.84% of the 13F portfolio, value $4,764,311.

    13F-HR 0001630360-25-000002 filed by Ironwood Financial, 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 49,215 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $4,868,314.

    13F-HR 0001085146-25-004092 filed by Ironwood Financial, 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 49,215 shares
    Change vs previous 13F -1,809 shares

    1.04% of the 13F portfolio, value $4,868,314.

    13F-HR 0001085146-25-002106 filed by Ironwood Financial, 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 51,024 shares
    Change vs previous 13F -2,164 shares

    1.04% of the 13F portfolio, value $4,944,187.

    13F-HR 0001085146-25-000261 filed by Ironwood Financial, 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 53,188 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $5,386,375.

    13F-HR 0001085146-24-004963 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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