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Disclosery

Members Trust Co: AGG position timeline

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

Members Trust Co held 5,656,531 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,656,531 shares
    Change vs previous 13F -67,775 shares

    17.43% of the 13F portfolio, value $559,883,437.

    13F-HR 0001677560-26-000008 filed by Members Trust Co
    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 5,724,306 shares
    Change vs previous 13F +234,410 shares

    18.88% of the 13F portfolio, value $568,251,856.

    13F-HR 0001677560-26-000006 filed by Members Trust Co
    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 5,489,896 shares
    Change vs previous 13F +3,180 shares

    17.89% of the 13F portfolio, value $548,330,811.

    13F-HR 0001677560-26-000002 filed by Members Trust Co
    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 5,486,716 shares
    Change vs previous 13F +33,915 shares

    18.09% of the 13F portfolio, value $550,043,278.

    13F-HR 0001677560-25-000009 filed by Members Trust Co
    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 5,452,801 shares
    Change vs previous 13F +130,238 shares

    18.64% of the 13F portfolio, value $540,917,858.

    13F-HR 0001667731-25-001012 filed by Members Trust Co
    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 5,322,563 shares
    Change vs previous 13F +55,119 shares

    18.34% of the 13F portfolio, value $526,507,931.

    13F-HR 0001667731-25-000586 filed by Members Trust Co
    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 5,267,444 shares
    Change vs previous 13F -193,148 shares

    13F-HR 0001667731-25-000179 filed by Members Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  8. period ended2024-09-30
    13F 5,460,592 shares
    Change vs previous 13F not available

    13F-HR 0001667731-24-000682 filed by Members Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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