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Bakala Capital LLC: AGG position timeline

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

Bakala Capital LLC held 17,184 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,184 shares
    Change vs previous 13F +389 shares

    7.45% of the 13F portfolio, value $1,700,876.

    13F-HR 0001140361-26-033210 filed by Bakala Capital 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 16,795 shares
    Change vs previous 13F +107 shares

    8.02% of the 13F portfolio, value $1,667,267.

    13F-HR 0001140361-26-021308 filed by Bakala Capital 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 16,688 shares
    Change vs previous 13F +316 shares

    7.88% of the 13F portfolio, value $1,666,819.

    13F-HR 0001140361-26-005428 filed by Bakala Capital 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 16,372 shares
    Change vs previous 13F +663 shares

    8.86% of the 13F portfolio, value $1,641,273.

    13F-HR 0001140361-25-042298 filed by Bakala Capital 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 15,709 shares
    Change vs previous 13F -752 shares

    8.95% of the 13F portfolio, value $1,558,330.

    13F-HR 0001140361-25-031296 filed by Bakala Capital 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 16,461 shares
    Change vs previous 13F +2,967 shares

    9.33% of the 13F portfolio, value $1,628,280.

    13F-HR 0001140361-25-018931 filed by Bakala Capital 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 13,494 shares
    Change vs previous 13F +169 shares

    7.86% of the 13F portfolio, value $1,307,602.

    13F-HR 0001140361-25-004615 filed by Bakala Capital 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 13,325 shares
    Change vs previous 13F not available

    8.98% of the 13F portfolio, value $1,349,397.

    13F-HR 0001140361-24-046465 filed by Bakala Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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