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Disclosery

Roberts Financial Services LLC: AGG position timeline

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

Roberts Financial Services LLC held 5,814 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,814 shares
    Change vs previous 13F -200 shares

    0.17% of the 13F portfolio, value $575,441.

    13F-HR 0001951757-26-001124 filed by Roberts Financial 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 6,014 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $596,980.

    13F-HR 0001951757-26-000617 filed by Roberts Financial 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 6,014 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $600,662.

    13F-HR 0001951757-26-000284 filed by Roberts Financial 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 6,014 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $602,877.

    13F-HR 0001951757-25-001217 filed by Roberts Financial 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 6,014 shares
    Change vs previous 13F -13,767 shares

    0.21% of the 13F portfolio, value $596,628.

    13F-HR 0001951757-25-001054 filed by Roberts Financial 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 19,781 shares
    Change vs previous 13F -2,098 shares

    0.38% of the 13F portfolio, value $1,956,779.

    13F-HR 0001951757-25-000391 filed by Roberts Financial 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 21,879 shares
    Change vs previous 13F -2,518 shares

    0.4% of the 13F portfolio, value $2,120,052.

    13F-HR 0001951757-25-000063 filed by Roberts Financial Services 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 24,397 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,470,724.

    13F-HR 0001951757-24-001060 filed by Roberts Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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