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SC&H Financial Advisors, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SC&H Financial Advisors, Inc. on AGG, newest first. How the timeline and the estimate are built.

SC&H Financial Advisors, Inc. held 34,813 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,813 shares
    Change vs previous 13F +3,469 shares

    0.46% of the 13F portfolio, value $3,291,239.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,344 shares
    Change vs previous 13F -2,272 shares

    0.41% of the 13F portfolio, value $3,102,475.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,616 shares
    Change vs previous 13F +4,761 shares

    0.5% of the 13F portfolio, value $3,337,084.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,855 shares
    Change vs previous 13F +2,471 shares

    0.45% of the 13F portfolio, value $2,881,990.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,384 shares
    Change vs previous 13F +4,027 shares

    0.43% of the 13F portfolio, value $2,645,012.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,357 shares
    Change vs previous 13F +1,331 shares

    0.38% of the 13F portfolio, value $2,217,843.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,026 shares
    Change vs previous 13F +3,119 shares

    0.41% of the 13F portfolio, value $2,079,854.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,907 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,735,204.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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