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Disclosery

L.K. Benson & Company, P.C.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on AGG, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 23,021 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,021 shares
    Change vs previous 13F +168 shares

    0.69% of the 13F portfolio, value $2,278,574.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 22,853 shares
    Change vs previous 13F +106 shares

    0.75% of the 13F portfolio, value $2,268,677.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 22,747 shares
    Change vs previous 13F +2,059 shares

    1.14% of the 13F portfolio, value $2,271,944.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 20,688 shares
    Change vs previous 13F +2,058 shares

    1.12% of the 13F portfolio, value $2,074,044.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 18,630 shares
    Change vs previous 13F -800 shares

    1.14% of the 13F portfolio, value $1,848,172.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 19,430 shares
    Change vs previous 13F +66 shares

    1.33% of the 13F portfolio, value $1,922,036.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 19,364 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,876,334.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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