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Disclosery

STAR Financial Bank: AGG position timeline

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

STAR Financial Bank held 105,818 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,818 shares
    Change vs previous 13F +11,098 shares

    4.27% of the 13F portfolio, value $10,473,866.

    13F-HR 0001965329-26-000005 filed by STAR Financial Bank
    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 94,720 shares
    Change vs previous 13F +79,297 shares

    4.44% of the 13F portfolio, value $9,402,854.

    13F-HR 0001965329-26-000004 filed by STAR Financial Bank
    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 15,423 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,540,449.

    13F-HR 0001965329-26-000001 filed by STAR Financial Bank
    Filed (acceptance time not in the bulk data set), ingested

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