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Disclosery

CPR Investments Inc.: AGG position timeline

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

CPR Investments Inc. held 2,109 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,109 shares
    Change vs previous 13F -5,472 shares

    0.16% of the 13F portfolio, value $208,757.

    13F-HR 0001214659-26-008546 filed by CPR 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 7,581 shares
    Change vs previous 13F -46,353 shares

    0.5% of the 13F portfolio, value $752,567.

    13F-HR 0001214659-26-004748 filed by CPR 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 53,934 shares
    Change vs previous 13F +36,256 shares

    3.62% of the 13F portfolio, value $5,386,921.

    13F-HR 0001214659-26-000457 filed by CPR 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 17,678 shares
    Change vs previous 13F +3,917 shares

    1.22% of the 13F portfolio, value $1,772,195.

    13F-HR 0001214659-25-014901 filed by CPR 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 13,761 shares
    Change vs previous 13F +383 shares

    1.06% of the 13F portfolio, value $1,365,130.

    13F-HR 0001214659-25-010745 filed by CPR 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 13,378 shares
    Change vs previous 13F +6,434 shares

    1.17% of the 13F portfolio, value $1,323,312.

    13F-HR 0001214659-25-005694 filed by CPR 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 6,944 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $672,868.

    13F-HR 0001214659-25-000543 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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