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VALLEY FORGE INVESTMENT CONSULTANTS INC ADV: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY FORGE INVESTMENT CONSULTANTS INC ADV on AGG, newest first. How the timeline and the estimate are built.

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV held 51,548 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 51,548 shares
    Change vs previous 13F +20,498 shares

    1.31% of the 13F portfolio, value $5,102,188.

    13F-HR 0000920655-26-000005 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 31,050 shares
    Change vs previous 13F -27,423 shares

    0.92% of the 13F portfolio, value $3,082,286.

    13F-HR 0000920655-26-000004 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 58,473 shares
    Change vs previous 13F +2,084 shares

    1.7% of the 13F portfolio, value $5,840,264.

    13F-HR 0000920655-26-000001 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 56,389 shares
    Change vs previous 13F +109 shares

    1.65% of the 13F portfolio, value $5,652,993.

    13F-HR 0000920655-25-000007 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 56,280 shares
    Change vs previous 13F +572 shares

    1.79% of the 13F portfolio, value $5,583,003.

    13F-HR 0000920655-25-000004 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 55,708 shares
    Change vs previous 13F +24,041 shares

    1.96% of the 13F portfolio, value $5,510,600.

    13F-HR 0000920655-25-000003 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 31,667 shares
    Change vs previous 13F +23,295 shares

    1.05% of the 13F portfolio, value $3,068,531.

    13F-HR 0000920655-25-000002 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 8,372 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $847,837.

    13F-HR 0000920655-24-000006 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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