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Disclosery

Souders Financial Advisors: AGG position timeline

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

Souders Financial Advisors held 20,878 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,878 shares
    Change vs previous 13F -86,197 shares

    0.21% of the 13F portfolio, value $2,066,509.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 107,075 shares
    Change vs previous 13F -4,127 shares

    1.21% of the 13F portfolio, value $10,629,369.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 111,202 shares
    Change vs previous 13F -92,117 shares

    1.27% of the 13F portfolio, value $11,106,891.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 203,319 shares
    Change vs previous 13F +7,471 shares

    2.42% of the 13F portfolio, value $20,382,757.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 195,848 shares
    Change vs previous 13F +1,923 shares

    2.47% of the 13F portfolio, value $19,428,102.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 193,925 shares
    Change vs previous 13F -31,781 shares

    2.68% of the 13F portfolio, value $19,183,104.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 225,706 shares
    Change vs previous 13F +3,317 shares

    3.05% of the 13F portfolio, value $21,870,898.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 222,389 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $22,521,289.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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