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Bristlecone Advisors, LLC: AGG position timeline

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

Bristlecone Advisors, LLC held 385,520 AGG shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 385,520 shares
    Change vs previous 13F -4,216 shares

    3.23% of the 13F portfolio, value $38,648,387.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 389,736 shares
    Change vs previous 13F -24,247 shares

    3.25% of the 13F portfolio, value $38,661,806.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 413,983 shares
    Change vs previous 13F +9,129 shares

    3.35% of the 13F portfolio, value $40,951,219.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 404,854 shares
    Change vs previous 13F +16,040 shares

    3.06% of the 13F portfolio, value $39,230,400.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 388,814 shares
    Change vs previous 13F +35,796 shares

    3.16% of the 13F portfolio, value $39,375,145.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 353,018 shares
    Change vs previous 13F -8,906 shares

    2.92% of the 13F portfolio, value $34,267,457.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 361,924 shares
    Change vs previous 13F +48,004 shares

    3.12% of the 13F portfolio, value $35,446,858.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 313,920 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $31,156,551.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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