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Disclosery

Wolf Group Capital Advisors: AGG position timeline

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

Wolf Group Capital Advisors held 36,695 AGG shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 36,695 shares
    Change vs previous 13F +23,457 shares

    1.22% of the 13F portfolio, value $3,629,903.

    13F-HR 0001085146-25-002200 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 13,238 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,296,662.

    13F-HR 0001085146-25-001736 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 13,238 shares
    Change vs previous 13F -13,991 shares

    0.62% of the 13F portfolio, value $1,296,662.

    13F-HR 0001085146-24-005292 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 27,229 shares
    Change vs previous 13F +13,991 shares

    1.04% of the 13F portfolio, value $2,643,142.

    13F-HR 0001085146-24-003361 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 13,238 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,296,662.

    13F-HR 0001085146-24-002041 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 13,238 shares
    Change vs previous 13F +806 shares

    0.62% of the 13F portfolio, value $1,296,662.

    13F-HR 0001085146-24-000390 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 12,432 shares
    Change vs previous 13F -806 shares

    0.55% of the 13F portfolio, value $1,169,105.

    13F-HR 0001085146-23-004003 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 13,238 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,305,399.

    13F-HR 0001085146-23-002975 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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