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Disclosery

Northeast Financial Group, Inc.: AGG position timeline

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

Northeast Financial Group, Inc. held 63,628 AGG shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 63,628 shares
    Change vs previous 13F -6,935 shares

    1.68% of the 13F portfolio, value $6,320,921.

    13F-HR 0001172661-26-002401 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 70,563 shares
    Change vs previous 13F +431 shares

    1.77% of the 13F portfolio, value $7,049,770.

    13F-HR 0001172661-26-001212 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 70,132 shares
    Change vs previous 13F +4,173 shares

    1.75% of the 13F portfolio, value $7,032,123.

    13F-HR 0001172661-25-004650 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 65,959 shares
    Change vs previous 13F +10,230 shares

    2.07% of the 13F portfolio, value $6,543,238.

    13F-HR 0001172661-25-002649 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 55,729 shares
    Change vs previous 13F -5,423 shares

    2.06% of the 13F portfolio, value $5,512,900.

    13F-HR 0001172661-25-001710 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 61,152 shares
    Change vs previous 13F +15,203 shares

    2.26% of the 13F portfolio, value $5,925,675.

    13F-HR 0001172661-25-000324 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 45,949 shares
    Change vs previous 13F -9,484 shares

    1.79% of the 13F portfolio, value $4,653,365.

    13F-HR 0001172661-24-004497 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 55,433 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $5,380,967.

    13F-HR 0001172661-24-002764 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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