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TD Capital Management LLC: AGG position timeline

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

TD Capital Management LLC held 235,271 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,271 shares
    Change vs previous 13F -26,543 shares

    1.9% of the 13F portfolio, value $23,287,110.

    13F-HR 0001483824-26-000004 filed by TD Capital Management 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 261,814 shares
    Change vs previous 13F -2,136 shares

    2.34% of the 13F portfolio, value $25,990,283.

    13F-HR 0001483824-26-000003 filed by TD Capital Management 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 263,950 shares
    Change vs previous 13F -3,111 shares

    2.34% of the 13F portfolio, value $26,363,337.

    13F-HR 0001483824-26-000002 filed by TD Capital Management 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 267,061 shares
    Change vs previous 13F -5,702 shares

    2.41% of the 13F portfolio, value $26,772,890.

    13F-HR 0001483824-25-000007 filed by TD Capital Management 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 272,763 shares
    Change vs previous 13F -4,422 shares

    2.55% of the 13F portfolio, value $27,058,132.

    13F-HR 0001483824-25-000004 filed by TD Capital Management 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 277,185 shares
    Change vs previous 13F -1,500 shares

    2.78% of the 13F portfolio, value $27,419,181.

    13F-HR 0001483824-25-000003 filed by TD Capital Management 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 278,685 shares
    Change vs previous 13F -13,770 shares

    2.74% of the 13F portfolio, value $27,004,553.

    13F-HR 0001483824-25-000002 filed by TD Capital Management 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 292,455 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $29,616,884.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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