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Disclosery

Keel Point, LLC: AGG position timeline

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

Keel Point, LLC held 535,197 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 535,197 shares
    Change vs previous 13F +11,028 shares

    3.13% of the 13F portfolio, value $52,973,842.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 524,169 shares
    Change vs previous 13F +31,458 shares

    3.49% of the 13F portfolio, value $52,034,305.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 492,711 shares
    Change vs previous 13F +31,713 shares

    2.97% of the 13F portfolio, value $49,211,953.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 460,998 shares
    Change vs previous 13F +40,076 shares

    2.84% of the 13F portfolio, value $46,215,085.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 420,922 shares
    Change vs previous 13F +6,045 shares

    2.76% of the 13F portfolio, value $41,755,484.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 414,877 shares
    Change vs previous 13F +18,437 shares

    3.19% of the 13F portfolio, value $41,039,672.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 396,440 shares
    Change vs previous 13F +19,477 shares

    3.08% of the 13F portfolio, value $38,414,990.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 376,963 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $38,175,053.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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