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SAXON INTERESTS, INC.: AGG position timeline

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

SAXON INTERESTS, INC. held 30,999 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,999 shares
    Change vs previous 13F -51 shares

    0.85% of the 13F portfolio, value $3,068,281.

    13F-HR 0001951757-26-001233 filed by SAXON INTERESTS, INC.
    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 31,050 shares
    Change vs previous 13F +171 shares

    1.06% of the 13F portfolio, value $3,082,334.

    13F-HR 0001951757-26-000756 filed by SAXON INTERESTS, INC.
    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 30,879 shares
    Change vs previous 13F +3,659 shares

    1.09% of the 13F portfolio, value $3,084,195.

    13F-HR 0001951757-26-000443 filed by SAXON INTERESTS, INC.
    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 27,220 shares
    Change vs previous 13F -1,224 shares

    1.06% of the 13F portfolio, value $2,707,301.

    13F-HR 0001951757-25-001229 filed by SAXON INTERESTS, INC.
    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 28,444 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $2,813,680.

    13F-HR 0001951757-25-000886 filed by SAXON INTERESTS, INC.
    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 28,444 shares
    Change vs previous 13F -1,159 shares

    1.32% of the 13F portfolio, value $2,813,680.

    13F-HR 0001951757-25-000461 filed by SAXON INTERESTS, INC.
    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 29,603 shares
    Change vs previous 13F +1,138 shares

    1.26% of the 13F portfolio, value $2,868,531.

    13F-HR 0001951757-25-000039 filed by SAXON INTERESTS, INC.
    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 28,465 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,882,651.

    13F-HR 0001951757-24-000995 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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