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Ally Invest Advisors Inc.: AGG position timeline

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

Ally Invest Advisors Inc. held 226,868 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,868 shares
    Change vs previous 13F +13,632 shares

    1.36% of the 13F portfolio, value $22,455,385.

    13F-HR 0001706013-26-000007 filed by Ally Invest Advisors Inc.
    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 213,236 shares
    Change vs previous 13F +13,664 shares

    1.42% of the 13F portfolio, value $21,167,947.

    13F-HR 0001706013-26-000004 filed by Ally Invest Advisors Inc.
    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 199,572 shares
    Change vs previous 13F +18,566 shares

    1.38% of the 13F portfolio, value $19,933,278.

    13F-HR 0001706013-26-000002 filed by Ally Invest Advisors Inc.
    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 181,006 shares
    Change vs previous 13F +17,621 shares

    1.3% of the 13F portfolio, value $18,145,815.

    13F-HR 0001706013-25-000009 filed by Ally Invest Advisors Inc.
    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 163,385 shares
    Change vs previous 13F +8,493 shares

    1.26% of the 13F portfolio, value $16,207,812.

    13F-HR 0001706013-25-000007 filed by Ally Invest Advisors Inc.
    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 154,892 shares
    Change vs previous 13F +12,169 shares

    1.31% of the 13F portfolio, value $15,321,933.

    13F-HR 0001706013-25-000004 filed by Ally Invest Advisors Inc.
    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 142,723 shares
    Change vs previous 13F +26,898 shares

    1.2% of the 13F portfolio, value $13,829,879.

    13F-HR 0001706013-25-000002 filed by Ally Invest Advisors Inc.
    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 115,825 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $11,729,627.

    13F-HR 0001706013-24-000008 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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