Skip to content

Constellation Investments, Inc.: AGG position timeline

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

Constellation Investments, Inc. held 5,624,548 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,624,548 shares
    Change vs previous 13F -296,358 shares

    17.48% of the 13F portfolio, value $556,717,761.

    13F-HR 0001573575-26-000006 filed by Constellation Investments, Inc.
    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 5,920,906 shares
    Change vs previous 13F -1,142,013 shares

    19.51% of the 13F portfolio, value $587,768,339.

    13F-HR 0001573575-26-000004 filed by Constellation Investments, Inc.
    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 7,062,919 shares
    Change vs previous 13F +2,914,000 shares

    21.77% of the 13F portfolio, value $705,444,349.

    13F-HR 0001573575-26-000002 filed by Constellation Investments, Inc.
    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 4,148,919 shares
    Change vs previous 13F -10 shares

    19.44% of the 13F portfolio, value $415,929,130.

    13F-HR 0001573575-25-000011 filed by Constellation Investments, Inc.
    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 4,148,929 shares
    Change vs previous 13F 0 shares

    19.03% of the 13F portfolio, value $411,573,757.

    13F-HR 0001573575-25-000009 filed by Constellation Investments, Inc.
    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 4,148,929 shares
    Change vs previous 13F -299,990 shares

    19.5% of the 13F portfolio, value $410,412,056.

    13F-HR 0001573575-25-000005 filed by Constellation Investments, Inc.
    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 4,448,919 shares
    Change vs previous 13F not available

    19.62% of the 13F portfolio, value $431,100,251.

    13F-HR 0001573575-25-000002 filed by Constellation Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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