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Disclosery

Valley Financial Management, Inc.: AGG position timeline

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

Valley Financial Management, Inc. held 78,137 AGG shares at 2023-06-30 per its 13F-HR filed 2023-08-14.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 78,137 shares
    Change vs previous 13F +47,659 shares

    3.96% of the 13F portfolio, value $7,653,558.

    13F-HR 0000929638-23-002269 filed by Valley Financial 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 ended2023-03-31
    13F 30,478 shares
    Change vs previous 13F -114,014 shares

    1.88% of the 13F portfolio, value $3,036,840.

    13F-HR 0000929638-23-001466 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 144,492 shares
    Change vs previous 13F -76,694 shares

    7.8% of the 13F portfolio, value $14,014,275.

    13F-HR 0000929638-23-000607 filed by Valley Financial 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 ended2022-09-30
    13F 221,186 shares
    Change vs previous 13F not available

    12.77% of the 13F portfolio, value $21,309,025.

    13F-HR 0001567619-22-020137 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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