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Disclosery

Allworth Financial LP: AGG position timeline

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

Allworth Financial LP held 559,519 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 559,519 shares
    Change vs previous 13F +1,377 shares

    0.24% of the 13F portfolio, value $55,381,168.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 558,142 shares
    Change vs previous 13F +39,938 shares

    0.23% of the 13F portfolio, value $55,406,743.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 518,204 shares
    Change vs previous 13F +30,629 shares

    0.21% of the 13F portfolio, value $51,758,257.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 487,575 shares
    Change vs previous 13F +39,706 shares

    0.22% of the 13F portfolio, value $48,879,431.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 447,869 shares
    Change vs previous 13F +27,689 shares

    0.21% of the 13F portfolio, value $44,428,591.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 420,180 shares
    Change vs previous 13F +39,555 shares

    0.23% of the 13F portfolio, value $41,278,489.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 380,625 shares
    Change vs previous 13F +47,399 shares

    0.2% of the 13F portfolio, value $36,924,468.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 333,226 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $33,745,847.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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