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Roundview Capital LLC: AGG position timeline

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

Roundview Capital LLC held 112,153 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,153 shares
    Change vs previous 13F -7,569 shares

    0.61% of the 13F portfolio, value $11,100,874.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 119,722 shares
    Change vs previous 13F +5,095 shares

    0.74% of the 13F portfolio, value $11,884,788.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 114,627 shares
    Change vs previous 13F +5,048 shares

    0.7% of the 13F portfolio, value $11,448,980.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 109,579 shares
    Change vs previous 13F +2,156 shares

    0.69% of the 13F portfolio, value $10,985,246.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 107,423 shares
    Change vs previous 13F -482 shares

    0.71% of the 13F portfolio, value $10,656,352.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 107,905 shares
    Change vs previous 13F +9,115 shares

    0.77% of the 13F portfolio, value $10,673,969.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 98,790 shares
    Change vs previous 13F +3,959 shares

    0.67% of the 13F portfolio, value $9,572,782.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 94,831 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $9,603,508.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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