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Disclosery

Summit Financial, LLC: AGG position timeline

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

Summit Financial, LLC held 352,172 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 352,172 shares
    Change vs previous 13F +31,061 shares

    0.38% of the 13F portfolio, value $34,858,002.

    13F-HR 0001172661-26-003336 filed by Summit 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 321,111 shares
    Change vs previous 13F +15,317 shares

    0.41% of the 13F portfolio, value $31,876,668.

    13F-HR 0001172661-26-002343 filed by Summit 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 305,794 shares
    Change vs previous 13F +17,901 shares

    0.45% of the 13F portfolio, value $30,542,678.

    13F-HR 0001172661-26-000703 filed by Summit 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 287,893 shares
    Change vs previous 13F +46,785 shares

    0.44% of the 13F portfolio, value $28,861,296.

    13F-HR 0001172661-25-004930 filed by Summit 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 241,108 shares
    Change vs previous 13F -6,015 shares

    0.54% of the 13F portfolio, value $23,917,884.

    13F-HR 0001765536-25-000007 filed by Summit 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 247,123 shares
    Change vs previous 13F +62,367 shares

    0.69% of the 13F portfolio, value $24,445,372.

    13F-HR 0001765536-25-000004 filed by Summit 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 184,756 shares
    Change vs previous 13F +3,468 shares

    0.63% of the 13F portfolio, value $17,902,878.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 181,288 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $18,359,080.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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