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Sound Financial Strategies Group, LLC: AGG position timeline

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

Sound Financial Strategies Group, LLC held 160,502 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,502 shares
    Change vs previous 13F -302 shares

    10.09% of the 13F portfolio, value $15,886,488.

    13F-HR 0001398344-26-013883 filed by Sound Financial Strategies 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 160,804 shares
    Change vs previous 13F +22,882 shares

    10.89% of the 13F portfolio, value $15,963,013.

    13F-HR 0001398344-26-008764 filed by Sound Financial Strategies 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 137,922 shares
    Change vs previous 13F -4,392 shares

    9.73% of the 13F portfolio, value $13,775,649.

    13F-HR 0001398344-26-001982 filed by Sound Financial Strategies 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 142,314 shares
    Change vs previous 13F -5,136 shares

    10.42% of the 13F portfolio, value $14,266,979.

    13F-HR 0001398344-25-019658 filed by Sound Financial Strategies 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 147,450 shares
    Change vs previous 13F -6,232 shares

    12.37% of the 13F portfolio, value $14,627,040.

    13F-HR 0001398344-25-014607 filed by Sound Financial Strategies 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 ended2025-03-31
    13F 153,682 shares
    Change vs previous 13F -27,813 shares

    13.57% of the 13F portfolio, value $15,202,223.

    13F-HR 0001398344-25-009055 filed by Sound Financial Strategies 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 ended2024-12-31
    13F 181,495 shares
    Change vs previous 13F -12,405 shares

    14.67% of the 13F portfolio, value $17,586,866.

    13F-HR 0001398344-25-002079 filed by Sound Financial Strategies Group, LLC
    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 193,900 shares
    Change vs previous 13F not available

    15.77% of the 13F portfolio, value $19,636,253.

    13F-HR 0001398344-24-020438 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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