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Kagan Cocozza Asset Management: AGG position timeline

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

Kagan Cocozza Asset Management held 72,064 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 72,064 shares
    Change vs previous 13F +8,215 shares

    4.47% of the 13F portfolio, value $7,132,892.

    13F-HR 0002063364-26-000263 filed by Kagan Cocozza Asset Management
    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 63,849 shares
    Change vs previous 13F +17,615 shares

    4.46% of the 13F portfolio, value $6,338,324.

    13F-HR 0002063364-26-000118 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 46,234 shares
    Change vs previous 13F -226 shares

    3.28% of the 13F portfolio, value $4,617,811.

    13F-HR 0002063364-26-000020 filed by Kagan Cocozza Asset Management
    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 46,460 shares
    Change vs previous 13F -575 shares

    3.53% of the 13F portfolio, value $4,657,638.

    13F-HR 0002063364-25-000250 filed by Kagan Cocozza Asset Management
    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 47,035 shares
    Change vs previous 13F +1,070 shares

    3.58% of the 13F portfolio, value $4,665,907.

    13F-HR 0002063364-25-000129 filed by Kagan Cocozza Asset Management
    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 45,965 shares
    Change vs previous 13F -563 shares

    3.72% of the 13F portfolio, value $4,546,883.

    13F-HR 0002063364-25-000079 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 46,528 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $4,508,602.

    13F-HR 0002063364-25-000025 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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