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Disclosery

&PARTNERS: AGG position timeline

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

&PARTNERS held 4,253,416 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,253,416 shares
    Change vs previous 13F +336,585 shares

    1.73% of the 13F portfolio, value $420,908,427.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 3,916,831 shares
    Change vs previous 13F +472,713 shares

    1.92% of the 13F portfolio, value $389,098,173.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 3,444,118 shares
    Change vs previous 13F +314,559 shares

    1.81% of the 13F portfolio, value $346,386,687.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 3,129,559 shares
    Change vs previous 13F +507,816 shares

    2.02% of the 13F portfolio, value $315,533,085.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 2,621,743 shares
    Change vs previous 13F +646,968 shares

    2% of the 13F portfolio, value $261,069,964.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 1,974,775 shares
    Change vs previous 13F +374,146 shares

    2.08% of the 13F portfolio, value $195,713,233.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 1,600,629 shares
    Change vs previous 13F +590,083 shares

    1.86% of the 13F portfolio, value $154,839,174.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 1,010,546 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $102,754,113.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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