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Madrona Financial Services, LLC: AGG position timeline

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

Madrona Financial Services, LLC held 28,764 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,764 shares
    Change vs previous 13F +902 shares

    0.52% of the 13F portfolio, value $2,847,061.

    13F-HR 0001578370-26-000004 filed by Madrona Financial Services, 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 27,862 shares
    Change vs previous 13F -3,651 shares

    0.61% of the 13F portfolio, value $2,765,861.

    13F-HR 0001578370-26-000003 filed by Madrona Financial Services, 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 31,513 shares
    Change vs previous 13F -53 shares

    0.67% of the 13F portfolio, value $3,147,518.

    13F-HR 0001578370-26-000002 filed by Madrona Financial Services, 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 31,566 shares
    Change vs previous 13F +1,356 shares

    0.7% of the 13F portfolio, value $3,164,492.

    13F-HR 0001578370-25-000007 filed by Madrona Financial Services, 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 30,210 shares
    Change vs previous 13F +1,123 shares

    0.72% of the 13F portfolio, value $2,996,832.

    13F-HR 0001578370-25-000005 filed by Madrona Financial Services, 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 29,087 shares
    Change vs previous 13F -2,177 shares

    0.79% of the 13F portfolio, value $2,877,286.

    13F-HR 0001578370-25-000004 filed by Madrona Financial Services, 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 31,264 shares
    Change vs previous 13F -6,588 shares

    0.82% of the 13F portfolio, value $3,029,482.

    13F-HR 0001578370-25-000001 filed by Madrona Financial Services, 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 37,852 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,833,272.

    13F-HR 0001578370-24-000007 filed by Madrona Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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