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Disclosery

NKCFO LLC: AGI position timeline

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

NKCFO LLC held 458,300 AGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 458,300 shares
    Change vs previous 13F +7,500 shares

    4.21% of the 13F portfolio, value $13,905,000.

    13F-HR 0001757282-26-000005 filed by NKCFO 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 450,800 shares
    Change vs previous 13F +106,500 shares

    5.94% of the 13F portfolio, value $20,029,000.

    13F-HR 0001757282-26-000004 filed by NKCFO 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 344,300 shares
    Change vs previous 13F 0 shares

    3.84% of the 13F portfolio, value $13,283,000.

    13F-HR 0001757282-26-000001 filed by NKCFO 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 344,300 shares
    Change vs previous 13F 0 shares

    3.61% of the 13F portfolio, value $12,002,000.

    13F-HR 0001757282-25-000006 filed by NKCFO 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 344,300 shares
    Change vs previous 13F -40,000 shares

    3.82% of the 13F portfolio, value $9,145,000.

    13F-HR 0001757282-25-000005 filed by NKCFO 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 384,300 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $10,276,000.

    13F-HR 0001757282-25-000004 filed by NKCFO LLC
    Filed (acceptance time not in the bulk data set), ingested

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