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Prosperity Consulting Group, LLC: AGG position timeline

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

Prosperity Consulting Group, LLC held 354,851 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,851 shares
    Change vs previous 13F -19,955 shares

    1.33% of the 13F portfolio, value $35,123,126.

    13F-HR 0001437749-26-027522 filed by Prosperity Consulting Group, 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 374,806 shares
    Change vs previous 13F -6,165 shares

    1.66% of the 13F portfolio, value $37,207,012.

    13F-HR 0001437749-26-014862 filed by Prosperity Consulting Group, 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 380,971 shares
    Change vs previous 13F -8,362 shares

    1.71% of the 13F portfolio, value $38,051,350.

    13F-HR 0001437749-26-004332 filed by Prosperity Consulting Group, 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 389,333 shares
    Change vs previous 13F +10,899 shares

    1.92% of the 13F portfolio, value $39,030,675.

    13F-HR 0001437749-25-035146 filed by Prosperity Consulting Group, 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 378,434 shares
    Change vs previous 13F -19,333 shares

    2.74% of the 13F portfolio, value $37,540,682.

    13F-HR 0001437749-25-024800 filed by Prosperity Consulting Group, 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 397,767 shares
    Change vs previous 13F -47,855 shares

    3.04% of the 13F portfolio, value $39,347,114.

    13F-HR 0001437749-25-015027 filed by Prosperity Consulting Group, 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 445,622 shares
    Change vs previous 13F -31,271 shares

    3.25% of the 13F portfolio, value $43,180,794.

    13F-HR 0001437749-25-003898 filed by Prosperity Consulting Group, 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 476,893 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $48,294,912.

    13F-HR 0001437749-24-031199 filed by Prosperity Consulting Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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