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TWIN FOCUS CAPITAL PARTNERS, LLC: AGG position timeline

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

TWIN FOCUS CAPITAL PARTNERS, LLC held 180,684 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,684 shares
    Change vs previous 13F -3,520 shares

    1.82% of the 13F portfolio, value $17,884,087.

    13F-HR 0001172661-26-002872 filed by TWIN FOCUS CAPITAL PARTNERS, 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 184,204 shares
    Change vs previous 13F +24,432 shares

    2.1% of the 13F portfolio, value $18,285,894.

    13F-HR 0001172661-26-001948 filed by TWIN FOCUS CAPITAL PARTNERS, 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 159,772 shares
    Change vs previous 13F +23,742 shares

    1.84% of the 13F portfolio, value $15,958,093.

    13F-HR 0001172661-26-000934 filed by TWIN FOCUS CAPITAL PARTNERS, 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 136,030 shares
    Change vs previous 13F +4,936 shares

    1.73% of the 13F portfolio, value $13,637,081.

    13F-HR 0001172661-25-004731 filed by TWIN FOCUS CAPITAL PARTNERS, 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 131,094 shares
    Change vs previous 13F +10,198 shares

    1.82% of the 13F portfolio, value $13,004,479.

    13F-HR 0001172661-25-003058 filed by TWIN FOCUS CAPITAL PARTNERS, 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 120,896 shares
    Change vs previous 13F +5,195 shares

    1.86% of the 13F portfolio, value $11,959,010.

    13F-HR 0001172661-25-001761 filed by TWIN FOCUS CAPITAL PARTNERS, 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 115,701 shares
    Change vs previous 13F +6,870 shares

    1.66% of the 13F portfolio, value $11,211,409.

    13F-HR 0001172661-25-000846 filed by TWIN FOCUS CAPITAL PARTNERS, 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 108,831 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $11,021,345.

    13F-HR 0001172661-24-004988 filed by TWIN FOCUS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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