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Disclosery

PDS Planning, Inc: AGG position timeline

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

PDS Planning, Inc held 880,458 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 880,458 shares
    Change vs previous 13F +36,318 shares

    5.04% of the 13F portfolio, value $87,147,708.

    13F-HR 0000838618-26-000003 filed by PDS Planning, 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 844,140 shares
    Change vs previous 13F +53,598 shares

    5.53% of the 13F portfolio, value $83,797,779.

    13F-HR 0000838618-26-000002 filed by PDS Planning, 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 790,542 shares
    Change vs previous 13F +29,564 shares

    5.27% of the 13F portfolio, value $78,959,373.

    13F-HR 0000838618-26-000001 filed by PDS Planning, 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 760,978 shares
    Change vs previous 13F +21,452 shares

    5.28% of the 13F portfolio, value $76,288,064.

    13F-HR 0000838618-25-000008 filed by PDS Planning, 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 739,526 shares
    Change vs previous 13F +38,623 shares

    5.47% of the 13F portfolio, value $73,360,954.

    13F-HR 0000838618-25-000006 filed by PDS Planning, 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 700,903 shares
    Change vs previous 13F +13,597 shares

    5.84% of the 13F portfolio, value $69,333,280.

    13F-HR 0000838618-25-000005 filed by PDS Planning, 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 687,306 shares
    Change vs previous 13F +43,036 shares

    5.92% of the 13F portfolio, value $66,599,920.

    13F-HR 0000838618-25-000001 filed by PDS Planning, 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 644,270 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $65,245,186.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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