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Sandy Cove Advisors, LLC: AGG position timeline

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

Sandy Cove Advisors, LLC held 121,827 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,827 shares
    Change vs previous 13F -13,096 shares

    3.02% of the 13F portfolio, value $12,058,431.

    13F-HR 0001172661-26-002505 filed by Sandy Cove Advisors, 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 134,923 shares
    Change vs previous 13F +1,356 shares

    4.01% of the 13F portfolio, value $13,393,835.

    13F-HR 0001172661-26-001597 filed by Sandy Cove Advisors, 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 133,567 shares
    Change vs previous 13F -17,584 shares

    3.95% of the 13F portfolio, value $13,340,721.

    13F-HR 0001172661-26-000539 filed by Sandy Cove Advisors, 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 151,151 shares
    Change vs previous 13F +1,091 shares

    4.84% of the 13F portfolio, value $15,152,883.

    13F-HR 0001172661-25-004355 filed by Sandy Cove Advisors, 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 150,060 shares
    Change vs previous 13F +1,178 shares

    5.38% of the 13F portfolio, value $14,885,938.

    13F-HR 0001172661-25-002497 filed by Sandy Cove Advisors, 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 148,882 shares
    Change vs previous 13F +3,107 shares

    5.92% of the 13F portfolio, value $14,727,353.

    13F-HR 0001172661-25-001682 filed by Sandy Cove Advisors, 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 145,775 shares
    Change vs previous 13F +3,513 shares

    5.55% of the 13F portfolio, value $14,125,605.

    13F-HR 0001172661-25-000196 filed by Sandy Cove Advisors, 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 142,262 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $14,406,808.

    13F-HR 0001172661-24-004285 filed by Sandy Cove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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