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Diligent Investors, LLC: AGG position timeline

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

Diligent Investors, LLC held 20,515 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 20,515 shares
    Change vs previous 13F +505 shares

    0.45% of the 13F portfolio, value $2,030,602.

    13F-HR 0001549042-26-000003 filed by Diligent Investors, 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 20,010 shares
    Change vs previous 13F +289 shares

    0.49% of the 13F portfolio, value $1,986,385.

    13F-HR 0001549042-26-000002 filed by Diligent Investors, 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 19,721 shares
    Change vs previous 13F -595 shares

    0.48% of the 13F portfolio, value $1,969,685.

    13F-HR 0001549042-26-000001 filed by Diligent Investors, 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 20,316 shares
    Change vs previous 13F -1,897 shares

    0.51% of the 13F portfolio, value $2,036,679.

    13F-HR 0001549042-25-000002 filed by Diligent Investors, 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 22,213 shares
    Change vs previous 13F -26,839 shares

    0.52% of the 13F portfolio, value $2,203,552.

    13F-HR 0001085146-25-004025 filed by Diligent Investors, 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 49,052 shares
    Change vs previous 13F -3,132 shares

    1.18% of the 13F portfolio, value $4,852,235.

    13F-HR 0001085146-25-002036 filed by Diligent Investors, 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 52,184 shares
    Change vs previous 13F -9,368 shares

    1.16% of the 13F portfolio, value $5,056,672.

    13F-HR 0001085146-25-001488 filed by Diligent Investors, 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 61,552 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $6,233,334.

    13F-HR 0001085146-24-005295 filed by Diligent Investors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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