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Disclosery

Private Ocean, LLC: AGG position timeline

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

Private Ocean, LLC held 13,486 AGG shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 13,486 shares
    Change vs previous 13F +248 shares

    0.12% of the 13F portfolio, value $1,309,086.

    13F-HR 0001601742-24-000003 filed by Private Ocean, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 13,238 shares
    Change vs previous 13F +3,364 shares

    0.14% of the 13F portfolio, value $1,296,530.

    13F-HR 0001601742-24-000002 filed by Private Ocean, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 9,874 shares
    Change vs previous 13F -8,286 shares

    0.1% of the 13F portfolio, value $979,962.

    13F-HR 0001601742-24-000001 filed by Private Ocean, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 18,160 shares
    Change vs previous 13F -14,890 shares

    0.22% of the 13F portfolio, value $1,707,766.

    13F-HR 0001601742-23-000005 filed by Private Ocean, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 33,050 shares
    Change vs previous 13F +1,901 shares

    0.41% of the 13F portfolio, value $3,237,219.

    13F-HR 0001601742-23-000004 filed by Private Ocean, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 31,149 shares
    Change vs previous 13F -1,335 shares

    0.41% of the 13F portfolio, value $3,103,654.

    13F-HR 0001601742-23-000002 filed by Private Ocean, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 32,484 shares
    Change vs previous 13F +9,393 shares

    0.39% of the 13F portfolio, value $3,150,592.

    13F-HR 0001601742-23-000001 filed by Private Ocean, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 23,091 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,224,000.

    13F-HR 0001601742-22-000006 filed by Private Ocean, LLC
    Filed (acceptance time not in the bulk data set), ingested

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