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Adaptive Financial Consulting, LLC: AGG position timeline

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

Adaptive Financial Consulting, LLC held 582,685 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 582,685 shares
    Change vs previous 13F +8,387 shares

    20.2% of the 13F portfolio, value $57,674,139.

    13F-HR 0001804717-26-000003 filed by Adaptive Financial Consulting, 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 574,298 shares
    Change vs previous 13F +25,281 shares

    21.83% of the 13F portfolio, value $57,010,534.

    13F-HR 0001804717-26-000002 filed by Adaptive Financial Consulting, 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 549,017 shares
    Change vs previous 13F +13,771 shares

    21.33% of the 13F portfolio, value $54,835,831.

    13F-HR 0001804717-26-000001 filed by Adaptive Financial Consulting, 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 535,246 shares
    Change vs previous 13F +12,601 shares

    21.45% of the 13F portfolio, value $53,658,438.

    13F-HR 0001804717-25-000002 filed by Adaptive Financial Consulting, 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 522,645 shares
    Change vs previous 13F -5,814 shares

    21.65% of the 13F portfolio, value $51,846,341.

    13F-HR 0001085146-25-004766 filed by Adaptive Financial Consulting, 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 528,459 shares
    Change vs previous 13F +290 shares

    22.39% of the 13F portfolio, value $52,275,124.

    13F-HR 0001085146-25-002586 filed by Adaptive Financial Consulting, 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 528,169 shares
    Change vs previous 13F -1,906 shares

    21.23% of the 13F portfolio, value $51,179,611.

    13F-HR 0001085146-25-000717 filed by Adaptive Financial Consulting, 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 530,075 shares
    Change vs previous 13F not available

    21.86% of the 13F portfolio, value $53,680,693.

    13F-HR 0001085146-24-005395 filed by Adaptive Financial Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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