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Carrera Capital Advisors: AGG position timeline

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

Carrera Capital Advisors held 16,526 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,526 shares
    Change vs previous 13F -1,913 shares

    0.24% of the 13F portfolio, value $1,635,716.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 18,439 shares
    Change vs previous 13F -65 shares

    0.28% of the 13F portfolio, value $1,830,447.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 18,504 shares
    Change vs previous 13F +1,885 shares

    0.31% of the 13F portfolio, value $1,848,184.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 16,619 shares
    Change vs previous 13F +1,513 shares

    0.3% of the 13F portfolio, value $1,666,041.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    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 15,106 shares
    Change vs previous 13F +1,323 shares

    0.3% of the 13F portfolio, value $1,498,525.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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 13,783 shares
    Change vs previous 13F +3,261 shares

    0.3% of the 13F portfolio, value $1,363,451.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    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 10,522 shares
    Change vs previous 13F +1,126 shares

    0.24% of the 13F portfolio, value $1,019,563.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    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 9,396 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $951,492.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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