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Disclosery

AdvicePeriod, LLC: AGG position timeline

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

AdvicePeriod, LLC held 74,587 AGG shares at 2021-06-30 per its 13F-HR filed 2021-07-29.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 74,587 shares
    Change vs previous 13F +4,751 shares

    0.56% of the 13F portfolio, value $8,602,000.

    13F-HR 0001221073-21-000074 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F/A 69,836 shares
    Change vs previous 13F +4,709 shares

    0.56% of the 13F portfolio, value $7,949,000.

    13F-HR/A 0001221073-21-000054 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 65,127 shares
    Change vs previous 13F -6,025 shares

    0.59% of the 13F portfolio, value $7,697,000.

    13F-HR 0001221073-21-000017 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 71,152 shares
    Change vs previous 13F +3,600 shares

    0.76% of the 13F portfolio, value $8,400,000.

    13F-HR 0001221073-20-000157 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 67,552 shares
    Change vs previous 13F +633 shares

    0.87% of the 13F portfolio, value $7,985,000.

    13F-HR 0001221073-20-000128 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 66,919 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,720,000.

    13F-HR 0001221073-20-000066 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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