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Disclosery

Tassel Capital Management, Inc.: AGG position timeline

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

Tassel Capital Management, Inc. held 22,414 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 22,414 shares
    Change vs previous 13F +22,414 shares

    1.04% of the 13F portfolio, value $2,218,550.

    13F-HR 0001951757-26-001179 filed by Tassel 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,495 shares

    13F-HR 0001951757-25-000873 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 5,495 shares
    Change vs previous 13F +3,324 shares

    0.48% of the 13F portfolio, value $543,572.

    13F-HR 0001951757-25-000412 filed by Tassel 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 ended2024-12-31
    13F 2,171 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $210,410.

    13F-HR 0001951757-25-000208 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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