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Disclosery

LPL Financial LLC: AGI position timeline

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

LPL Financial LLC held 168,554 AGI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,554 shares
    Change vs previous 13F +81,324 shares

    <0.01% of the 13F portfolio, value $5,113,940.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 87,230 shares
    Change vs previous 13F +13,366 shares

    <0.01% of the 13F portfolio, value $3,875,621.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 73,864 shares
    Change vs previous 13F -23,172 shares

    <0.01% of the 13F portfolio, value $2,849,665.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 97,036 shares
    Change vs previous 13F -13,235 shares

    <0.01% of the 13F portfolio, value $3,382,661.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 110,271 shares
    Change vs previous 13F -3,323 shares

    <0.01% of the 13F portfolio, value $2,928,794.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 113,594 shares
    Change vs previous 13F -35,891 shares

    <0.01% of the 13F portfolio, value $3,037,498.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 149,485 shares
    Change vs previous 13F -15,146 shares

    <0.01% of the 13F portfolio, value $2,756,497.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 164,631 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,282,743.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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