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Disclosery

Kopp Family Office, LLC: AGG position timeline

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

Kopp Family Office, LLC held 337,533 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 337,533 shares
    Change vs previous 13F +62,275 shares

    20.48% of the 13F portfolio, value $33,409,016.

    13F-HR 0000892712-26-000313 filed by Kopp Family Office, 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 275,258 shares
    Change vs previous 13F +101,898 shares

    18.8% of the 13F portfolio, value $27,324,862.

    13F-HR 0000892712-26-000219 filed by Kopp Family Office, 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 173,360 shares
    Change vs previous 13F +57,780 shares

    11.05% of the 13F portfolio, value $17,315,197.

    13F-HR 0000892712-26-000037 filed by Kopp Family Office, 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 115,580 shares
    Change vs previous 13F +5,200 shares

    7.54% of the 13F portfolio, value $11,586,895.

    13F-HR 0000892712-25-000123 filed by Kopp Family Office, 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 110,380 shares
    Change vs previous 13F +1,300 shares

    7.09% of the 13F portfolio, value $10,949,696.

    13F-HR 0000892712-25-000083 filed by Kopp Family Office, 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 109,080 shares
    Change vs previous 13F +1,080 shares

    7.46% of the 13F portfolio, value $10,790,194.

    13F-HR 0000892712-25-000064 filed by Kopp Family Office, 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 108,000 shares
    Change vs previous 13F +11,000 shares

    6.63% of the 13F portfolio, value $10,465,000.

    13F-HR 0001683689-25-000001 filed by Kopp Family Office, 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 97,000 shares
    Change vs previous 13F not available

    6.26% of the 13F portfolio, value $9,823,000.

    13F-HR 0001683689-24-000005 filed by Kopp Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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