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Disclosery

Zhang Financial LLC: AGG position timeline

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

Zhang Financial LLC held 1,094,000 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,094,000 shares
    Change vs previous 13F +195,703 shares

    3.16% of the 13F portfolio, value $108,284,145.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 898,297 shares
    Change vs previous 13F +442,516 shares

    3.08% of the 13F portfolio, value $89,173,919.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 455,781 shares
    Change vs previous 13F +166,678 shares

    1.7% of the 13F portfolio, value $45,523,385.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 289,103 shares
    Change vs previous 13F +69,636 shares

    1.18% of the 13F portfolio, value $28,982,697.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 219,467 shares
    Change vs previous 13F +74,290 shares

    1% of the 13F portfolio, value $21,771,144.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 145,177 shares
    Change vs previous 13F +113,088 shares

    0.76% of the 13F portfolio, value $14,360,958.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 32,089 shares
    Change vs previous 13F +8,752 shares

    0.18% of the 13F portfolio, value $3,109,374.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 23,337 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,363,295.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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