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Disclosery

Clearstead Advisors, LLC: AGG position timeline

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

Clearstead Advisors, LLC held 236,811 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,811 shares
    Change vs previous 13F -22,173 shares

    0.22% of the 13F portfolio, value $23,439,528.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 ended2026-03-31
    13F 258,984 shares
    Change vs previous 13F +41,844 shares

    0.23% of the 13F portfolio, value $25,709,340.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 217,140 shares
    Change vs previous 13F +39,415 shares

    0.27% of the 13F portfolio, value $21,688,001.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 177,725 shares
    Change vs previous 13F -41,734 shares

    0.26% of the 13F portfolio, value $17,816,907.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 219,459 shares
    Change vs previous 13F -2,822 shares

    0.31% of the 13F portfolio, value $21,770,294.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 222,281 shares
    Change vs previous 13F -102,386 shares

    0.34% of the 13F portfolio, value $21,988,096.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 324,667 shares
    Change vs previous 13F +186,407 shares

    0.48% of the 13F portfolio, value $31,460,243.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 138,260 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $14,001,569.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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