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Disclosery

Northwest Capital Management Inc: AGG position timeline

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

Northwest Capital Management Inc held 4,726 AGG shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,726 shares
    Change vs previous 13F -1,293 shares

    2.05% of the 13F portfolio, value $472,033.

    13F-HR 0001580642-26-000402 filed by Northwest 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 ended2025-09-30
    13F 6,019 shares
    Change vs previous 13F -24,344 shares

    0.63% of the 13F portfolio, value $603,381.

    13F-HR 0001580642-25-006634 filed by Northwest 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 ended2025-06-30
    13F 30,363 shares
    Change vs previous 13F -4,790 shares

    1.63% of the 13F portfolio, value $3,011,982.

    13F-HR 0001580642-25-004483 filed by Northwest 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 ended2025-03-31
    13F 35,153 shares
    Change vs previous 13F -2,640 shares

    1.43% of the 13F portfolio, value $3,477,303.

    13F-HR 0001580642-25-002705 filed by Northwest 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 ended2024-12-31
    13F 37,793 shares
    Change vs previous 13F -8,268 shares

    1.57% of the 13F portfolio, value $3,662,108.

    13F-HR 0001580642-25-000734 filed by Northwest 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 ended2024-09-30
    13F/A 46,061 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $4,664,556.

    13F-HR/A 0001580642-24-006174 filed by Northwest 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 ended2024-06-30
    13F 46,061 shares
    Change vs previous 13F -12,643 shares

    1.63% of the 13F portfolio, value $4,471,098.

    13F-HR 0001580642-24-003593 filed by Northwest 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 ended2024-03-31
    13F 58,704 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $5,749,422.

    13F-HR 0001580642-24-002061 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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