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Disclosery

Sellwood Investment Partners LLC: AGG position timeline

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

Sellwood Investment Partners LLC held 72,941 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,941 shares
    Change vs previous 13F +3,079 shares

    2.55% of the 13F portfolio, value $7,219,701.

    13F-HR 0001763958-26-000007 filed by Sellwood Investment Partners 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 69,862 shares
    Change vs previous 13F -4,534 shares

    2.73% of the 13F portfolio, value $6,935,171.

    13F-HR 0001763958-26-000005 filed by Sellwood Investment Partners 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 74,396 shares
    Change vs previous 13F +19,576 shares

    2.9% of the 13F portfolio, value $7,430,694.

    13F-HR 0001763958-26-000002 filed by Sellwood Investment Partners 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 54,820 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $5,495,741.

    13F-HR 0001763958-25-000010 filed by Sellwood Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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