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Addison Advisors LLC: AGG position timeline

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

Addison Advisors LLC held 2,408 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,408 shares
    Change vs previous 13F -7,040 shares

    0.11% of the 13F portfolio, value $238,344.

    13F-HR 0001843745-26-000003 filed by Addison 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 9,448 shares
    Change vs previous 13F +49 shares

    0.21% of the 13F portfolio, value $937,903.

    13F-HR 0001843745-26-000002 filed by Addison 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 9,399 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $938,773.

    13F-HR 0001843745-26-000001 filed by Addison 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 9,399 shares
    Change vs previous 13F -101,558 shares

    0.22% of the 13F portfolio, value $942,250.

    13F-HR 0001843745-25-000007 filed by Addison 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 110,957 shares
    Change vs previous 13F +4,000 shares

    2.75% of the 13F portfolio, value $11,006,935.

    13F-HR 0001843745-25-000006 filed by Addison 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 106,957 shares
    Change vs previous 13F +5,948 shares

    2.89% of the 13F portfolio, value $10,580,187.

    13F-HR 0001843745-25-000003 filed by Addison 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 101,009 shares
    Change vs previous 13F +5,441 shares

    2.72% of the 13F portfolio, value $9,787,773.

    13F-HR 0001843745-25-000001 filed by Addison 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 95,568 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $9,678,172.

    13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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