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Disclosery

Waterloo Capital, L.P.: AGG position timeline

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

Waterloo Capital, L.P. held 107,044 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,044 shares
    Change vs previous 13F +18,123 shares

    0.6% of the 13F portfolio, value $10,595,223.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 88,921 shares
    Change vs previous 13F +26,592 shares

    0.62% of the 13F portfolio, value $8,827,174.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 62,329 shares
    Change vs previous 13F +1,289 shares

    0.45% of the 13F portfolio, value $6,225,386.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 61,040 shares
    Change vs previous 13F +385 shares

    0.46% of the 13F portfolio, value $6,119,283.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 60,655 shares
    Change vs previous 13F -109,797 shares

    0.49% of the 13F portfolio, value $6,016,949.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 170,452 shares
    Change vs previous 13F +11,045 shares

    1.57% of the 13F portfolio, value $16,861,066.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 159,407 shares
    Change vs previous 13F -36,082 shares

    1.63% of the 13F portfolio, value $15,446,555.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 195,489 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $19,797,136.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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