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Strategent Financial, LLC: AGG position timeline

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

Strategent Financial, LLC held 2,550 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,550 shares
    Change vs previous 13F -704 shares

    0.15% of the 13F portfolio, value $252,399.

    13F-HR 0002052737-26-000003 filed by Strategent Financial, 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 3,254 shares
    Change vs previous 13F -304 shares

    0.22% of the 13F portfolio, value $323,025.

    13F-HR 0002052737-26-000002 filed by Strategent Financial, 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 3,558 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $355,374.

    13F-HR 0002052737-26-000001 filed by Strategent Financial, 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 3,558 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $356,690.

    13F-HR 0002052737-25-000006 filed by Strategent Financial, 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 3,558 shares
    Change vs previous 13F -263 shares

    0.28% of the 13F portfolio, value $352,954.

    13F-HR 0002052737-25-000005 filed by Strategent Financial, 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 3,821 shares
    Change vs previous 13F +1,164 shares

    0.34% of the 13F portfolio, value $377,974.

    13F-HR 0002052737-25-000002 filed by Strategent Financial, 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 2,657 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $257,464.

    13F-HR 0002052737-25-000001 filed by Strategent Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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