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Disclosery

Providence First Trust Co: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Providence First Trust Co on AGG, newest first. How the timeline and the estimate are built.

Providence First Trust Co held 153,747 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,747 shares
    Change vs previous 13F -804 shares

    4.26% of the 13F portfolio, value $15,217,849.

    13F-HR 0001713735-26-000005 filed by Providence First Trust Co
    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 154,551 shares
    Change vs previous 13F -3,982 shares

    5.39% of the 13F portfolio, value $15,342,229.

    13F-HR 0001713735-26-000004 filed by Providence First Trust Co
    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 158,533 shares
    Change vs previous 13F +12,997 shares

    5.48% of the 13F portfolio, value $15,834,313.

    13F-HR 0001713735-26-000001 filed by Providence First Trust Co
    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 145,536 shares
    Change vs previous 13F -5,652 shares

    5.06% of the 13F portfolio, value $14,589,995.

    13F-HR 0001713735-25-000007 filed by Providence First Trust Co
    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 151,188 shares
    Change vs previous 13F -1,995 shares

    5.3% of the 13F portfolio, value $14,997,863.

    13F-HR 0001713735-25-000006 filed by Providence First Trust Co
    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 153,183 shares
    Change vs previous 13F -7,795 shares

    6.14% of the 13F portfolio, value $15,152,852.

    13F-HR 0001713735-25-000005 filed by Providence First Trust Co
    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 160,978 shares
    Change vs previous 13F +22,989 shares

    5.87% of the 13F portfolio, value $15,598,810.

    13F-HR 0001713735-25-000001 filed by Providence First Trust Co
    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 137,989 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $13,974,155.

    13F-HR 0001713735-24-000005 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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