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Disclosery

Summit Financial Consulting LLC: AGG position timeline

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

Summit Financial Consulting LLC held 10,989 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 10,989 shares
    Change vs previous 13F +261 shares

    0.74% of the 13F portfolio, value $1,087,739.

    13F-HR 0002065794-26-000003 filed by Summit Financial Consulting 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 10,728 shares
    Change vs previous 13F +418 shares

    0.76% of the 13F portfolio, value $1,065,008.

    13F-HR 0002065794-26-000002 filed by Summit Financial Consulting 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 10,310 shares
    Change vs previous 13F -1,003 shares

    0.75% of the 13F portfolio, value $1,029,734.

    13F-HR 0002065794-26-000001 filed by Summit Financial Consulting 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 11,313 shares
    Change vs previous 13F -52 shares

    0.91% of the 13F portfolio, value $1,134,160.

    13F-HR 0002065794-25-000004 filed by Summit Financial Consulting 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 11,365 shares
    Change vs previous 13F +331 shares

    1.01% of the 13F portfolio, value $1,127,437.

    13F-HR 0002065794-25-000002 filed by Summit Financial Consulting 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 11,034 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,091,510.

    13F-HR 0002065794-25-000001 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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