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Arrowroot Family Office, LLC: AGG position timeline

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

Arrowroot Family Office, LLC held 158,730 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,730 shares
    Change vs previous 13F -663 shares

    4.5% of the 13F portfolio, value $15,711,122.

    13F-HR 0001420506-26-001441 filed by Arrowroot Family Office, 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/A 159,393 shares
    Change vs previous 13F -11,427 shares

    5.23% of the 13F portfolio, value $15,822,949.

    13F-HR/A 0001420506-26-001082 filed by Arrowroot Family Office, 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 170,820 shares
    Change vs previous 13F +33,353 shares

    6.21% of the 13F portfolio, value $17,061,506.

    13F-HR 0001420506-26-000271 filed by Arrowroot Family Office, 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 137,467 shares
    Change vs previous 13F +14,439 shares

    5.5% of the 13F portfolio, value $13,781,036.

    13F-HR 0002017744-25-000003 filed by Arrowroot Family Office, 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 123,028 shares
    Change vs previous 13F +38,233 shares

    5.47% of the 13F portfolio, value $12,204,342.

    13F-HR 0001420506-25-001708 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 84,795 shares
    Change vs previous 13F +26,882 shares

    4.27% of the 13F portfolio, value $8,216,629.

    13F-HR 0001420506-25-000507 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 57,913 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $5,864,860.

    13F-HR 0001420506-24-002507 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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