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Disclosery

Silver Grove Financial Group, Inc.: AGG position timeline

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

Silver Grove Financial Group, Inc. held 57,694 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,694 shares
    Change vs previous 13F -83 shares

    3.09% of the 13F portfolio, value $5,710,504.

    13F-HR 0002111172-26-000004 filed by Silver Grove Financial Group, 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 57,777 shares
    Change vs previous 13F -3,729 shares

    4.61% of the 13F portfolio, value $5,735,470.

    13F-HR 0002111172-26-000003 filed by Silver Grove Financial Group, 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 61,506 shares
    Change vs previous 13F +2,700 shares

    5.32% of the 13F portfolio, value $6,147,109.

    13F-HR 0002111172-26-000002 filed by Silver Grove Financial Group, 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 58,806 shares
    Change vs previous 13F not available

    5.59% of the 13F portfolio, value $5,895,285.

    13F-HR 0002111172-26-000001 filed by Silver Grove Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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