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WestHill Financial Advisors, Inc.: AGG position timeline

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

WestHill Financial Advisors, Inc. held 19,831 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,831 shares
    Change vs previous 13F +2,307 shares

    0.31% of the 13F portfolio, value $1,874,823.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,524 shares
    Change vs previous 13F +87 shares

    0.3% of the 13F portfolio, value $1,734,526.

    13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,437 shares
    Change vs previous 13F +560 shares

    0.33% of the 13F portfolio, value $1,730,971.

    13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,877 shares
    Change vs previous 13F +214 shares

    0.32% of the 13F portfolio, value $1,685,675.

    13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,663 shares
    Change vs previous 13F +1,321 shares

    0.33% of the 13F portfolio, value $1,670,466.

    13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,342 shares
    Change vs previous 13F +411 shares

    0.32% of the 13F portfolio, value $1,521,926.

    13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,931 shares
    Change vs previous 13F -1,037 shares

    0.34% of the 13F portfolio, value $1,476,975.

    13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,968 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,547,299.

    13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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