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MCDONALD PARTNERS LLC: AGG position timeline

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

MCDONALD PARTNERS LLC held 27,872 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,872 shares
    Change vs previous 13F -2,269 shares

    0.67% of the 13F portfolio, value $2,758,771.

    13F-HR 0001331074-26-000004 filed by MCDONALD 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 30,141 shares
    Change vs previous 13F +12,779 shares

    0.71% of the 13F portfolio, value $2,992,097.

    13F-HR 0001172661-26-002252 filed by MCDONALD 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 17,362 shares
    Change vs previous 13F +2,334 shares

    0.55% of the 13F portfolio, value $1,734,116.

    13F-HR 0001172661-26-000422 filed by MCDONALD 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 15,028 shares
    Change vs previous 13F +1,428 shares

    0.45% of the 13F portfolio, value $1,506,559.

    13F-HR 0001172661-25-004722 filed by MCDONALD 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 13,600 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,349,121.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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