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MidAtlantic Capital Management, Inc.: AGG position timeline

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

MidAtlantic Capital Management, Inc. held 6,105 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,105 shares
    Change vs previous 13F +1,332 shares

    0.38% of the 13F portfolio, value $604,273.

    13F-HR 0002042068-26-000007 filed by MidAtlantic Capital Management, Inc.
    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 4,773 shares
    Change vs previous 13F +472 shares

    0.33% of the 13F portfolio, value $473,816.

    13F-HR 0002042068-26-000002 filed by MidAtlantic Capital Management, Inc.
    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 4,301 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $429,584.

    13F-HR 0002042068-26-000001 filed by MidAtlantic Capital Management, Inc.
    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 4,301 shares
    Change vs previous 13F +43 shares

    0.29% of the 13F portfolio, value $431,175.

    13F-HR 0002042068-25-000006 filed by MidAtlantic Capital Management, Inc.
    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 4,258 shares
    Change vs previous 13F +20 shares

    0.3% of the 13F portfolio, value $422,394.

    13F-HR 0002042068-25-000003 filed by MidAtlantic Capital Management, Inc.
    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 4,238 shares
    Change vs previous 13F +1,012 shares

    0.33% of the 13F portfolio, value $419,223.

    13F-HR 0002042068-25-000002 filed by MidAtlantic Capital Management, Inc.
    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 3,226 shares
    Change vs previous 13F +969 shares

    0.23% of the 13F portfolio, value $312,599.

    13F-HR 0002042068-25-000001 filed by MidAtlantic Capital Management, Inc.
    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 2,257 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $228,566.

    13F-HR 0002042068-24-000001 filed by MidAtlantic Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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