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Consolidated Portfolio Review Corp: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Consolidated Portfolio Review Corp on AGG, newest first. How the timeline and the estimate are built.

Consolidated Portfolio Review Corp held 4,048 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,048 shares
    Change vs previous 13F +505 shares

    0.03% of the 13F portfolio, value $400,644.

    13F-HR 0001754960-26-000622 filed by Consolidated Portfolio Review Corp
    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 3,543 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $351,731.

    13F-HR 0001754960-26-000333 filed by Consolidated Portfolio Review Corp
    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 3,543 shares
    Change vs previous 13F -15,521 shares

    0.03% of the 13F portfolio, value $353,892.

    13F-HR 0001754960-26-000118 filed by Consolidated Portfolio Review Corp
    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 19,064 shares
    Change vs previous 13F -435 shares

    0.24% of the 13F portfolio, value $1,911,215.

    13F-HR 0001754960-25-000777 filed by Consolidated Portfolio Review Corp
    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 19,499 shares
    Change vs previous 13F +8,078 shares

    0.27% of the 13F portfolio, value $1,934,257.

    13F-HR 0001754960-25-000433 filed by Consolidated Portfolio Review Corp
    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 11,421 shares
    Change vs previous 13F +189 shares

    0.18% of the 13F portfolio, value $1,129,758.

    13F-HR 0001754960-25-000239 filed by Consolidated Portfolio Review Corp
    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 11,232 shares
    Change vs previous 13F -58 shares

    0.17% of the 13F portfolio, value $1,088,388.

    13F-HR 0001754960-25-000071 filed by Consolidated Portfolio Review Corp
    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 11,290 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,143,383.

    13F-HR 0001754960-24-000532 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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