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James J. Burns & Company, LLC: AGG position timeline

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

James J. Burns & Company, LLC held 468,298 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468,298 shares
    Change vs previous 13F +22,650 shares

    5.02% of the 13F portfolio, value $46,352,176.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 445,648 shares
    Change vs previous 13F +189,989 shares

    6% of the 13F portfolio, value $44,239,606.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 255,659 shares
    Change vs previous 13F +83,018 shares

    3.52% of the 13F portfolio, value $25,535,240.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 172,641 shares
    Change vs previous 13F +11,276 shares

    2.58% of the 13F portfolio, value $17,307,240.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 161,365 shares
    Change vs previous 13F +8,331 shares

    2.61% of the 13F portfolio, value $16,007,368.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 153,034 shares
    Change vs previous 13F +6,321 shares

    2.71% of the 13F portfolio, value $15,138,154.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 146,713 shares
    Change vs previous 13F -14,851 shares

    2.47% of the 13F portfolio, value $14,216,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, 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 161,564 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $16,361,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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