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Disclosery

Westerkirk Capital Inc.: AGG position timeline

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

Westerkirk Capital Inc. held 117,900 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,900 shares
    Change vs previous 13F -14,800 shares

    1.12% of the 13F portfolio, value $11,669,742.

    13F-HR 0002080423-26-000006 filed by Westerkirk Capital Inc.
    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 132,700 shares
    Change vs previous 13F -73,670 shares

    1.42% of the 13F portfolio, value $13,173,129.

    13F-HR 0002080423-26-000004 filed by Westerkirk Capital Inc.
    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 206,370 shares
    Change vs previous 13F -560,350 shares

    2.01% of the 13F portfolio, value $20,612,236.

    13F-HR 0002080423-26-000002 filed by Westerkirk Capital Inc.
    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 766,720 shares
    Change vs previous 13F +147,220 shares

    8.78% of the 13F portfolio, value $76,863,680.

    13F-HR 0002080423-25-000006 filed by Westerkirk Capital Inc.
    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 619,500 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $61,454,400.

    13F-HR 0002080423-25-000002 filed by Westerkirk Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

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