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Disclosery

Blue Trust, Inc.: AGG position timeline

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

Blue Trust, Inc. held 2,419,179 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,419,179 shares
    Change vs previous 13F -31,774 shares

    2.51% of the 13F portfolio, value $239,450,415.

    13F-HR 0001856022-26-000004 filed by Blue Trust, 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 2,450,953 shares
    Change vs previous 13F +49,490 shares

    2.78% of the 13F portfolio, value $243,306,106.

    13F-HR 0001856022-26-000003 filed by Blue Trust, 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 2,401,463 shares
    Change vs previous 13F +67,027 shares

    2.71% of the 13F portfolio, value $239,858,040.

    13F-HR 0001856022-26-000001 filed by Blue Trust, 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 2,334,436 shares
    Change vs previous 13F +115,941 shares

    2.63% of the 13F portfolio, value $234,027,265.

    13F-HR 0001856022-25-000008 filed by Blue Trust, 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 2,218,495 shares
    Change vs previous 13F -37,978 shares

    2.6% of the 13F portfolio, value $220,074,710.

    13F-HR 0001856022-25-000007 filed by Blue Trust, 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 2,256,473 shares
    Change vs previous 13F +5,807 shares

    2.86% of the 13F portfolio, value $223,210,311.

    13F-HR 0001856022-25-000006 filed by Blue Trust, 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/A 2,250,666 shares
    Change vs previous 13F +91,287 shares

    2.79% of the 13F portfolio, value $218,089,591.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, 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 2,159,379 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $209,610,949.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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