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Cetera Investment Advisers: AGG position timeline

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

Cetera Investment Advisers held 15,483,118 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,483,118 shares
    Change vs previous 13F +230,765 shares

    1.4% of the 13F portfolio, value $1,532,519,108.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 15,252,353 shares
    Change vs previous 13F -175,807 shares

    1.61% of the 13F portfolio, value $1,514,101,058.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 15,428,160 shares
    Change vs previous 13F +288,863 shares

    1.68% of the 13F portfolio, value $1,540,964,609.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 15,139,297 shares
    Change vs previous 13F +9,869,745 shares

    1.76% of the 13F portfolio, value $1,517,714,589.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 5,269,552 shares
    Change vs previous 13F +47,713 shares

    0.88% of the 13F portfolio, value $522,739,494.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 5,221,839 shares
    Change vs previous 13F +388,418 shares

    1% of the 13F portfolio, value $516,544,320.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 4,833,421 shares
    Change vs previous 13F -597,687 shares

    0.98% of the 13F portfolio, value $468,358,447.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 5,431,108 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $550,008,311.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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