Skip to content
Disclosery

Old Port Advisors: AGG position timeline

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

Old Port Advisors held 2,326 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,326 shares
    Change vs previous 13F -47 shares

    0.05% of the 13F portfolio, value $230,227.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 2,373 shares
    Change vs previous 13F -126 shares

    0.05% of the 13F portfolio, value $235,568.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 2,499 shares
    Change vs previous 13F -299 shares

    0.06% of the 13F portfolio, value $249,600.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 2,798 shares
    Change vs previous 13F +154 shares

    0.07% of the 13F portfolio, value $280,500.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 2,644 shares
    Change vs previous 13F -320 shares

    0.07% of the 13F portfolio, value $262,285.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 2,964 shares
    Change vs previous 13F -59 shares

    0.09% of the 13F portfolio, value $293,199.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 3,023 shares
    Change vs previous 13F -418 shares

    0.08% of the 13F portfolio, value $292,929.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 3,441 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $348,470.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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