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Disclosery

LGL PARTNERS, LLC: AGG position timeline

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

LGL PARTNERS, LLC held 73,550 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,550 shares
    Change vs previous 13F +108 shares

    2.66% of the 13F portfolio, value $7,279,953.

    13F-HR 0001653202-26-000003 filed by LGL PARTNERS, 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 73,442 shares
    Change vs previous 13F +2,727 shares

    3% of the 13F portfolio, value $7,290,554.

    13F-HR 0001653202-26-000002 filed by LGL PARTNERS, 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 70,715 shares
    Change vs previous 13F +137 shares

    3.01% of the 13F portfolio, value $7,063,010.

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, 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 70,578 shares
    Change vs previous 13F -4,686 shares

    3.01% of the 13F portfolio, value $7,075,438.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, 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 75,264 shares
    Change vs previous 13F -12,980 shares

    3.31% of the 13F portfolio, value $7,460,958.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, 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 88,244 shares
    Change vs previous 13F -5,912 shares

    4.21% of the 13F portfolio, value $8,729,073.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, 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 94,156 shares
    Change vs previous 13F +656 shares

    1.32% of the 13F portfolio, value $9,123,747.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, 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 93,500 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $9,468,742.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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