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Disclosery

LANARK FINANCIAL, INC.: AGG position timeline

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

LANARK FINANCIAL, INC. held 81,024 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,024 shares
    Change vs previous 13F +11,015 shares

    0.54% of the 13F portfolio, value $8,019,838.

    13F-HR 0000791540-26-000014 filed by LANARK FINANCIAL, INC.
    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 70,009 shares
    Change vs previous 13F +10,621 shares

    0.52% of the 13F portfolio, value $6,949,888.

    13F-HR 0000791540-26-000009 filed by LANARK FINANCIAL, INC.
    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 59,388 shares
    Change vs previous 13F +13,724 shares

    0.44% of the 13F portfolio, value $5,931,725.

    13F-HR 0000791540-26-000003 filed by LANARK FINANCIAL, INC.
    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 45,664 shares
    Change vs previous 13F +21,637 shares

    0.35% of the 13F portfolio, value $4,577,869.

    13F-HR 0000791540-25-000012 filed by LANARK FINANCIAL, INC.
    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 24,027 shares
    Change vs previous 13F +1,427 shares

    0.19% of the 13F portfolio, value $2,383,000.

    13F-HR 0000791540-25-000003 filed by LANARK FINANCIAL, INC.
    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 22,600 shares
    Change vs previous 13F +22,583 shares

    0.19% of the 13F portfolio, value $2,235,000.

    13F-HR 0000791540-25-000002 filed by LANARK FINANCIAL, INC.
    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 17 shares
    Change vs previous 13F -16,621 shares

    0.16% of the 13F portfolio, value $1,695.

    13F-HR 0000791540-25-000001 filed by LANARK FINANCIAL, INC.
    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 16,638 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,684,000.

    13F-HR 0000791540-24-000004 filed by LANARK FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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