Skip to content
Disclosery

Somnio Financial Group, LLC: AGG position timeline

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

Somnio Financial Group, LLC held 141,923 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,923 shares
    Change vs previous 13F +7,148 shares

    8.32% of the 13F portfolio, value $14,047,554.

    13F-HR 0002034894-26-000004 filed by Somnio Financial Group, 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 134,775 shares
    Change vs previous 13F +3,149 shares

    8.79% of the 13F portfolio, value $13,379,108.

    13F-HR 0002034894-26-000002 filed by Somnio Financial Group, 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 131,626 shares
    Change vs previous 13F +4,803 shares

    8.69% of the 13F portfolio, value $13,146,795.

    13F-HR 0002034894-26-000001 filed by Somnio Financial Group, 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 126,823 shares
    Change vs previous 13F +3,582 shares

    8.62% of the 13F portfolio, value $12,713,996.

    13F-HR 0002034894-25-000007 filed by Somnio Financial Group, 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 123,241 shares
    Change vs previous 13F +10,266 shares

    8.75% of the 13F portfolio, value $12,225,492.

    13F-HR 0002034894-25-000003 filed by Somnio Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 112,975 shares
    Change vs previous 13F +7,554 shares

    8.76% of the 13F portfolio, value $10,947,287.

    13F-HR 0002034894-25-000001 filed by Somnio Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 105,421 shares
    Change vs previous 13F not available

    8.71% of the 13F portfolio, value $10,676,021.

    13F-HR 0002034894-24-000004 filed by Somnio Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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