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WAYCROSS PARTNERS, LLC: AGG position timeline

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

WAYCROSS PARTNERS, LLC held 16,000 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,000 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,583,680.

    13F-HR 0001844873-26-000008 filed by WAYCROSS 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 16,000 shares
    Change vs previous 13F -21,110 shares

    0.15% of the 13F portfolio, value $1,588,320.

    13F-HR 0001844873-26-000005 filed by WAYCROSS 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 37,110 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $3,706,547.

    13F-HR 0001844873-26-000001 filed by WAYCROSS 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 37,110 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $3,720,278.

    13F-HR 0001844873-25-000008 filed by WAYCROSS 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 37,110 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $3,681,312.

    13F-HR 0001844873-25-000004 filed by WAYCROSS 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 37,110 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $3,670,921.

    13F-HR 0001844873-25-000003 filed by WAYCROSS 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 37,110 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $3,595,959.

    13F-HR 0001844873-25-000001 filed by WAYCROSS 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 37,110 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,758,130.

    13F-HR 0001844873-24-000007 filed by WAYCROSS PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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