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Sheridan Capital Management, LLC: AGG position timeline

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

Sheridan Capital Management, LLC held 223,099 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,099 shares
    Change vs previous 13F -3,904 shares

    10.63% of the 13F portfolio, value $22,082,373.

    13F-HR 0001172661-26-003137 filed by Sheridan Capital Management, 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 227,003 shares
    Change vs previous 13F +1,423 shares

    11.88% of the 13F portfolio, value $22,534,572.

    13F-HR 0001172661-26-001552 filed by Sheridan Capital Management, 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 225,580 shares
    Change vs previous 13F +4,662 shares

    11.42% of the 13F portfolio, value $22,531,024.

    13F-HR 0001172661-26-000285 filed by Sheridan Capital Management, 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 220,918 shares
    Change vs previous 13F +39,427 shares

    11.7% of the 13F portfolio, value $22,147,087.

    13F-HR 0001172661-25-004448 filed by Sheridan Capital Management, 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 181,491 shares
    Change vs previous 13F +375 shares

    12.42% of the 13F portfolio, value $18,003,908.

    13F-HR 0001172661-25-002891 filed by Sheridan Capital Management, 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 181,116 shares
    Change vs previous 13F +824 shares

    13.05% of the 13F portfolio, value $17,916,001.

    13F-HR 0001172661-25-001934 filed by Sheridan Capital Management, 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 180,292 shares
    Change vs previous 13F +63 shares

    12.27% of the 13F portfolio, value $17,470,251.

    13F-HR 0001172661-25-000306 filed by Sheridan Capital Management, 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 180,229 shares
    Change vs previous 13F not available

    12.9% of the 13F portfolio, value $18,251,776.

    13F-HR 0001172661-24-004233 filed by Sheridan Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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