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Joel Adams & Associates, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on AGG, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 191,138 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 191,138 shares
    Change vs previous 13F +7,931 shares

    12.15% of the 13F portfolio, value $18,918,855.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    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 183,207 shares
    Change vs previous 13F -11,307 shares

    13.51% of the 13F portfolio, value $18,186,935.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    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 194,514 shares
    Change vs previous 13F +18,929 shares

    14.6% of the 13F portfolio, value $19,428,029.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    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 175,585 shares
    Change vs previous 13F +6,266 shares

    14.2% of the 13F portfolio, value $17,602,394.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    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 169,319 shares
    Change vs previous 13F +6,368 shares

    14.87% of the 13F portfolio, value $16,796,468.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
    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 162,951 shares
    Change vs previous 13F +12,512 shares

    14.5% of the 13F portfolio, value $16,119,079.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
    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 150,439 shares
    Change vs previous 13F not available

    13.24% of the 13F portfolio, value $14,577,548.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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