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Disclosery

Proficio Capital Partners LLC: AGG position timeline

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

Proficio Capital Partners LLC held 22,292 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,292 shares
    Change vs previous 13F -4,265 shares

    0.08% of the 13F portfolio, value $2,206,437.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 26,557 shares
    Change vs previous 13F -20,497 shares

    0.14% of the 13F portfolio, value $2,666,112.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 47,054 shares
    Change vs previous 13F -5,593 shares

    0.33% of the 13F portfolio, value $4,699,780.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 52,647 shares
    Change vs previous 13F -15 shares

    0.36% of the 13F portfolio, value $5,277,862.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 52,662 shares
    Change vs previous 13F -5,872 shares

    0.33% of the 13F portfolio, value $5,224,070.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 58,534 shares
    Change vs previous 13F -9,370 shares

    0.44% of the 13F portfolio, value $5,748,497.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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/A 67,904 shares
    Change vs previous 13F -80,690 shares

    0.5% of the 13F portfolio, value $6,157,220.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners LLC
    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 148,594 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $15,048,080.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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