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Disclosery

Michels Family Financial, LLC: AGG position timeline

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

Michels Family Financial, LLC held 31,422 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,422 shares
    Change vs previous 13F -161 shares

    1.99% of the 13F portfolio, value $3,110,103.

    13F-HR 0001214659-26-010286 filed by Michels Family 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 31,583 shares
    Change vs previous 13F +325 shares

    2.26% of the 13F portfolio, value $3,135,206.

    13F-HR 0001214659-26-005035 filed by Michels Family 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 31,258 shares
    Change vs previous 13F +1,703 shares

    2.29% of the 13F portfolio, value $3,122,054.

    13F-HR 0001214659-26-002176 filed by Michels Family 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 29,555 shares
    Change vs previous 13F +685 shares

    2.31% of the 13F portfolio, value $2,962,866.

    13F-HR 0001214659-25-016133 filed by Michels Family 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 28,870 shares
    Change vs previous 13F +1,122 shares

    2.44% of the 13F portfolio, value $2,863,880.

    13F-HR 0001214659-25-010478 filed by Michels Family 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 27,748 shares
    Change vs previous 13F +601 shares

    2.48% of the 13F portfolio, value $2,744,854.

    13F-HR 0001214659-25-007892 filed by Michels Family 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 27,147 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $2,630,539.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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