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Disclosery

Oldfather Financial Services, LLC: AGG position timeline

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

Oldfather Financial Services, LLC held 117,091 AGG shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 117,091 shares
    Change vs previous 13F +14,596 shares

    3.48% of the 13F portfolio, value $11,695,005.

    13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
    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 102,495 shares
    Change vs previous 13F -1,299 shares

    3.2% of the 13F portfolio, value $10,275,135.

    13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 103,794 shares
    Change vs previous 13F +1,121 shares

    3.54% of the 13F portfolio, value $10,296,372.

    13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 102,673 shares
    Change vs previous 13F +8,755 shares

    3.86% of the 13F portfolio, value $10,156,456.

    13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
    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 93,918 shares
    Change vs previous 13F +20,291 shares

    3.47% of the 13F portfolio, value $9,100,628.

    13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
    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 73,627 shares
    Change vs previous 13F +4,111 shares

    2.87% of the 13F portfolio, value $7,456,246.

    13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 69,516 shares
    Change vs previous 13F -1,321 shares

    2.77% of the 13F portfolio, value $6,747,917.

    13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 70,837 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $6,937,739.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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