Skip to content
Disclosery

Steele Capital Management, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steele Capital Management, Inc. on AGG, newest first. How the timeline and the estimate are built.

Steele Capital Management, Inc. held 991,812 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 991,812 shares
    Change vs previous 13F +39,501 shares

    3.61% of the 13F portfolio, value $98,169,503.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, Inc.
    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 952,311 shares
    Change vs previous 13F +18,917 shares

    3.92% of the 13F portfolio, value $94,535,909.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, Inc.
    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 933,394 shares
    Change vs previous 13F +55,885 shares

    4% of the 13F portfolio, value $93,227,438.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, Inc.
    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 877,509 shares
    Change vs previous 13F +67,015 shares

    3.9% of the 13F portfolio, value $87,970,302.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, Inc.
    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 810,494 shares
    Change vs previous 13F +6,825 shares

    3.86% of the 13F portfolio, value $80,400,977.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, Inc.
    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 803,669 shares
    Change vs previous 13F +4,836 shares

    4.14% of the 13F portfolio, value $79,498,983.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, Inc.
    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 798,833 shares
    Change vs previous 13F +3,740 shares

    4.03% of the 13F portfolio, value $77,406,876.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, Inc.
    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 795,093 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $80,519,092.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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