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Mullooly Asset Management, Inc.: AGG position timeline

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

Mullooly Asset Management, Inc. held 160,987 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,987 shares
    Change vs previous 13F +14,220 shares

    4.9% of the 13F portfolio, value $15,934,501.

    13F-HR 0001950591-26-000004 filed by Mullooly Asset 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 146,767 shares
    Change vs previous 13F +2,289 shares

    5.38% of the 13F portfolio, value $14,568,889.

    13F-HR 0001950591-26-000003 filed by Mullooly Asset 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 144,478 shares
    Change vs previous 13F +13,352 shares

    5.28% of the 13F portfolio, value $14,430,585.

    13F-HR 0001950591-26-000001 filed by Mullooly Asset 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 131,126 shares
    Change vs previous 13F +8,055 shares

    5.04% of the 13F portfolio, value $13,145,115.

    13F-HR 0001950591-25-000002 filed by Mullooly Asset 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 123,071 shares
    Change vs previous 13F +2,962 shares

    5.12% of the 13F portfolio, value $12,208,206.

    13F-HR 0001085146-25-004074 filed by Mullooly Asset 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/A 120,109 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $11,931,663.

    13F-HR/A 0001085146-25-003225 filed by Mullooly Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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