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Disclosery

SMITH SHELLNUT WILSON LLC /ADV: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH SHELLNUT WILSON LLC /ADV on AGG, newest first. How the timeline and the estimate are built.

SMITH SHELLNUT WILSON LLC /ADV held 53,142 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,142 shares
    Change vs previous 13F +3,002 shares

    1.96% of the 13F portfolio, value $5,259,991.

    13F-HR 0002085853-26-000925 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 50,140 shares
    Change vs previous 13F -62,699 shares

    2.17% of the 13F portfolio, value $4,977,421.

    13F-HR 0002085853-26-000923 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 112,839 shares
    Change vs previous 13F +4,797 shares

    4.32% of the 13F portfolio, value $11,270,374.

    13F-HR 0002085853-26-000922 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 108,042 shares
    Change vs previous 13F +1,352 shares

    4.16% of the 13F portfolio, value $10,831,205.

    13F-HR 0002085853-25-000173 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 106,690 shares
    Change vs previous 13F +1 shares

    4.59% of the 13F portfolio, value $10,583,679.

    13F-HR 0001667731-25-001044 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 106,689 shares
    Change vs previous 13F +1 shares

    4.84% of the 13F portfolio, value $10,553,646.

    13F-HR 0001667731-25-000454 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 106,688 shares
    Change vs previous 13F +5,572 shares

    4.58% of the 13F portfolio, value $10,338,034.

    13F-HR 0001667731-25-000319 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 101,116 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $10,239,979.

    13F-HR 0000944317-24-000005 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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