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PACIFIC FINANCIAL GROUP INC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PACIFIC FINANCIAL GROUP INC on AGG, newest first. How the timeline and the estimate are built.

PACIFIC FINANCIAL GROUP INC held 16,415 AGG 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 16,415 shares
    Change vs previous 13F +1,732 shares

    0.78% of the 13F portfolio, value $1,624,774.

    13F-HR 0001214659-26-010064 filed by PACIFIC FINANCIAL GROUP INC
    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 14,683 shares
    Change vs previous 13F -181 shares

    0.79% of the 13F portfolio, value $1,457,600.

    13F-HR 0001214659-26-006146 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 14,864 shares
    Change vs previous 13F +3,908 shares

    0.83% of the 13F portfolio, value $1,484,656.

    13F-HR 0001214659-26-001837 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,956 shares
    Change vs previous 13F -41 shares

    0.81% of the 13F portfolio, value $1,098,294.

    13F-HR 0001214659-25-016248 filed by PACIFIC FINANCIAL GROUP INC
    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 10,997 shares
    Change vs previous 13F +863 shares

    0.85% of the 13F portfolio, value $1,090,879.

    13F-HR 0001214659-25-010671 filed by PACIFIC FINANCIAL GROUP INC
    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 10,134 shares
    Change vs previous 13F +39 shares

    0.81% of the 13F portfolio, value $1,002,428.

    13F-HR 0001214659-25-006244 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,095 shares
    Change vs previous 13F +360 shares

    0.73% of the 13F portfolio, value $978,221.

    13F-HR 0001214659-25-002735 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,735 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $985,898.

    13F-HR 0001214659-24-018813 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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