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Blue Chip Partners, LLC: AGG position timeline

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

Blue Chip Partners, LLC held 127,755 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 127,755 shares
    Change vs previous 13F +19,657 shares

    0.8% of the 13F portfolio, value $12,645,198.

    13F-HR 0001632801-26-000004 filed by Blue Chip Partners, 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 108,098 shares
    Change vs previous 13F -3,275 shares

    0.77% of the 13F portfolio, value $10,730,888.

    13F-HR 0001632801-26-000003 filed by Blue Chip Partners, 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 111,373 shares
    Change vs previous 13F +2,078 shares

    0.81% of the 13F portfolio, value $11,123,960.

    13F-HR 0001632801-26-000001 filed by Blue Chip Partners, 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 109,295 shares
    Change vs previous 13F +1,086 shares

    0.82% of the 13F portfolio, value $10,956,791.

    13F-HR 0001632801-25-000009 filed by Blue Chip Partners, 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 108,209 shares
    Change vs previous 13F -5,825 shares

    0.87% of the 13F portfolio, value $10,734,289.

    13F-HR 0001632801-25-000005 filed by Blue Chip Partners, 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 114,034 shares
    Change vs previous 13F -32,248 shares

    0.97% of the 13F portfolio, value $11,280,290.

    13F-HR 0001632801-25-000004 filed by Blue Chip Partners, 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 146,282 shares
    Change vs previous 13F +82,991 shares

    1.22% of the 13F portfolio, value $14,174,731.

    13F-HR 0001632801-25-000002 filed by Blue Chip Partners, 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 63,291 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $6,409,491.

    13F-HR 0001632801-24-000006 filed by Blue Chip Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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