AG Asset Advisory, LLCCoreConcentrated long-term

CIK: 0001625008 | Los Angeles, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	28	$123.6M	2026-08-03	SEC ↗
Q1 2026	13F-HR	25	$120.6M	2026-04-29	SEC ↗
Q4 2025	13F-HR	26	$116.7M	2026-02-11	SEC ↗
Q3 2025	13F-HR	26	$120.5M	2025-11-06	SEC ↗
Q2 2025	13F-HR	21	$115.1M	2025-08-05	SEC ↗
Q1 2025	13F-HR	22	$97.5M	2025-05-07	SEC ↗
Q4 2024	13F-HR	23	$100.2M	2025-03-06	SEC ↗