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Accelerate Investment Advisors LLC: AGG position timeline

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

Accelerate Investment Advisors LLC held 131,339 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,339 shares
    Change vs previous 13F +3,741 shares

    7.47% of the 13F portfolio, value $12,999,963.

    13F-HR 0001172661-26-003312 filed by Accelerate Investment Advisors 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 127,598 shares
    Change vs previous 13F +1,926 shares

    8.46% of the 13F portfolio, value $12,666,607.

    13F-HR 0001213900-26-042947 filed by Accelerate Investment Advisors 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 125,672 shares
    Change vs previous 13F +1,552 shares

    8.46% of the 13F portfolio, value $12,552,073.

    13F-HR 0001213900-26-003124 filed by Accelerate Investment Advisors 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 124,120 shares
    Change vs previous 13F +8,786 shares

    8.47% of the 13F portfolio, value $12,443,061.

    13F-HR 0001213900-25-098277 filed by Accelerate Investment Advisors 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 115,334 shares
    Change vs previous 13F +6,922 shares

    8.51% of the 13F portfolio, value $11,441,154.

    13F-HR 0001213900-25-061754 filed by Accelerate Investment Advisors 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 108,412 shares
    Change vs previous 13F -5,293 shares

    8.98% of the 13F portfolio, value $10,724,133.

    13F-HR 0001213900-25-033475 filed by Accelerate Investment Advisors 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 113,705 shares
    Change vs previous 13F +8,052 shares

    9.72% of the 13F portfolio, value $11,017,987.

    13F-HR 0001213900-25-002953 filed by Accelerate Investment Advisors 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 105,653 shares
    Change vs previous 13F not available

    10.45% of the 13F portfolio, value $10,699,450.

    13F-HR 0001213900-24-087355 filed by Accelerate Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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