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Kastel Capital Advisors, LLC: AGG position timeline

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

Kastel Capital Advisors, LLC held 32,266 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,266 shares
    Change vs previous 13F -20,687 shares

    2.03% of the 13F portfolio, value $3,203,038.

    13F-HR 0001951757-26-000976 filed by Kastel Capital Advisors, 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 52,953 shares
    Change vs previous 13F 0 shares

    3.25% of the 13F portfolio, value $5,288,965.

    13F-HR 0001951757-26-000651 filed by Kastel Capital Advisors, 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 52,953 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $5,288,965.

    13F-HR 0001951757-26-000479 filed by Kastel Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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