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Disclosery

PKS Advisory Services, LLC: AGG position timeline

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

PKS Advisory Services, LLC held 46,859 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,859 shares
    Change vs previous 13F +3,712 shares

    0.74% of the 13F portfolio, value $4,638,033.

    13F-HR 0001605401-26-000003 filed by PKS Advisory 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 ended2026-03-31
    13F 43,147 shares
    Change vs previous 13F -3,653 shares

    1% of the 13F portfolio, value $4,288,516.

    13F-HR 0001605401-26-000002 filed by PKS Advisory 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 ended2025-12-31
    13F 46,800 shares
    Change vs previous 13F -1,630 shares

    1.07% of the 13F portfolio, value $4,674,347.

    13F-HR 0001605401-26-000001 filed by PKS Advisory 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 ended2025-09-30
    13F 48,430 shares
    Change vs previous 13F +4,161 shares

    1.01% of the 13F portfolio, value $4,855,107.

    13F-HR 0001605401-25-000005 filed by PKS Advisory 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 ended2025-06-30
    13F 44,269 shares
    Change vs previous 13F -7,435 shares

    1.12% of the 13F portfolio, value $4,391,477.

    13F-HR 0001221073-25-000075 filed by PKS Advisory 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 ended2025-03-31
    13F 51,704 shares
    Change vs previous 13F +4,847 shares

    1.4% of the 13F portfolio, value $5,106,523.

    13F-HR 0001221073-25-000056 filed by PKS Advisory 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 ended2024-12-31
    13F 46,857 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $4,540,500.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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