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Objective Capital Management, LLC: AGG position timeline

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

Objective Capital Management, LLC held 16,947 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,947 shares
    Change vs previous 13F +349 shares

    1.49% of the 13F portfolio, value $1,677,463.

    13F-HR 0002085853-26-000777 filed by Objective Capital Management, 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 16,598 shares
    Change vs previous 13F +1,683 shares

    1.66% of the 13F portfolio, value $1,647,639.

    13F-HR 0002085853-26-000557 filed by Objective Capital Management, 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 14,915 shares
    Change vs previous 13F +646 shares

    1.52% of the 13F portfolio, value $1,489,671.

    13F-HR 0002085853-26-000200 filed by Objective Capital Management, 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 14,269 shares
    Change vs previous 13F +231 shares

    1.48% of the 13F portfolio, value $1,430,427.

    13F-HR 0002085853-25-000196 filed by Objective Capital Management, 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 14,038 shares
    Change vs previous 13F -781 shares

    1.56% of the 13F portfolio, value $1,392,530.

    13F-HR 0001667731-25-001123 filed by Objective Capital Management, 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 14,819 shares
    Change vs previous 13F -13,137 shares

    1.87% of the 13F portfolio, value $1,465,927.

    13F-HR 0001667731-25-000601 filed by Objective Capital Management, LLC
    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 27,956 shares
    Change vs previous 13F -2,395 shares

    1.81% of the 13F portfolio, value $2,708,902.

    13F-HR 0001667731-25-000345 filed by Objective Capital Management, LLC
    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 30,351 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,073,608.

    13F-HR 0001924152-24-000003 filed by Objective Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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