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Disclosery

National Philanthropic Trust: AGG position timeline

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

National Philanthropic Trust held 1,821,278 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 1,821,278 shares
    Change vs previous 13F +13,961 shares

    2.61% of the 13F portfolio, value $180,270,096.

    13F-HR 0001193805-26-001094 filed by National Philanthropic Trust
    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 1,807,317 shares
    Change vs previous 13F +282,496 shares

    1.91% of the 13F portfolio, value $179,412,359.

    13F-HR 0001193805-26-000629 filed by National Philanthropic Trust
    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 1,524,821 shares
    Change vs previous 13F +553,996 shares

    1.5% of the 13F portfolio, value $152,299,121.

    13F-HR 0001193805-26-000630 filed by National Philanthropic Trust
    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 970,825 shares
    Change vs previous 13F +31,537 shares

    1.09% of the 13F portfolio, value $97,325,206.

    13F-HR 0001193805-26-000631 filed by National Philanthropic Trust
    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 939,288 shares
    Change vs previous 13F +70,497 shares

    1.25% of the 13F portfolio, value $93,177,370.

    13F-HR 0001193805-26-000632 filed by National Philanthropic Trust
    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 868,791 shares
    Change vs previous 13F -11,007 shares

    1.39% of the 13F portfolio, value $85,940,806.

    13F-HR 0001193805-26-000634 filed by National Philanthropic Trust
    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 879,798 shares
    Change vs previous 13F +193,161 shares

    1.23% of the 13F portfolio, value $85,252,426.

    13F-HR 0001193805-26-000635 filed by National Philanthropic Trust
    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 686,637 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $69,535,729.

    13F-HR 0001193805-26-000637 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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