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Disclosery

Smith Anglin Financial, LLC: AGG position timeline

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

Smith Anglin Financial, LLC held 21,963 AGG shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 21,963 shares
    Change vs previous 13F -1,989 shares

    0.2% of the 13F portfolio, value $2,178,750.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 23,952 shares
    Change vs previous 13F -1,867 shares

    0.25% of the 13F portfolio, value $2,369,305.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 25,819 shares
    Change vs previous 13F +6,575 shares

    0.23% of the 13F portfolio, value $2,501,869.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 19,244 shares
    Change vs previous 13F -9,372 shares

    0.19% of the 13F portfolio, value $1,948,824.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 28,616 shares
    Change vs previous 13F +2,065 shares

    0.28% of the 13F portfolio, value $2,777,732.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 26,551 shares
    Change vs previous 13F +2,381 shares

    0.27% of the 13F portfolio, value $2,600,359.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 24,170 shares
    Change vs previous 13F -31,241 shares

    0.28% of the 13F portfolio, value $2,398,884.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 55,411 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,210,857.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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