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Disclosery

D.A. DAVIDSON & CO.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on AGG, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 5,295,358 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,295,358 shares
    Change vs previous 13F +128,232 shares

    2.9% of the 13F portfolio, value $524,134,532.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 5,167,126 shares
    Change vs previous 13F +335,899 shares

    3.11% of the 13F portfolio, value $512,940,600.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 4,831,227 shares
    Change vs previous 13F +232,809 shares

    2.96% of the 13F portfolio, value $482,542,999.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 4,598,418 shares
    Change vs previous 13F +180,639 shares

    2.95% of the 13F portfolio, value $460,991,488.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 4,417,779 shares
    Change vs previous 13F -18,445 shares

    3.09% of the 13F portfolio, value $438,243,703.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 4,436,224 shares
    Change vs previous 13F +204,848 shares

    3.52% of the 13F portfolio, value $438,831,364.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 4,231,376 shares
    Change vs previous 13F +171,282 shares

    3.34% of the 13F portfolio, value $410,020,389.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 4,060,094 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $411,165,762.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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