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Disclosery

McAdam, LLC: AGG position timeline

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

McAdam, LLC held 17,109 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,109 shares
    Change vs previous 13F -4,660 shares

    0.07% of the 13F portfolio, value $1,693,402.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 21,769 shares
    Change vs previous 13F -269 shares

    0.1% of the 13F portfolio, value $2,161,048.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 22,038 shares
    Change vs previous 13F -591 shares

    0.1% of the 13F portfolio, value $2,201,153.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 22,629 shares
    Change vs previous 13F -831 shares

    0.11% of the 13F portfolio, value $2,268,592.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 23,460 shares
    Change vs previous 13F -20,549 shares

    0.13% of the 13F portfolio, value $2,327,261.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 44,009 shares
    Change vs previous 13F -6,150 shares

    0.27% of the 13F portfolio, value $4,353,385.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 50,159 shares
    Change vs previous 13F -11,288 shares

    0.27% of the 13F portfolio, value $4,860,412.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 61,447 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $6,222,721.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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