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Disclosery

DT Investment Partners, LLC: AGG position timeline

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

DT Investment Partners, LLC held 25,416 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,416 shares
    Change vs previous 13F -9,091 shares

    0.19% of the 13F portfolio, value $2,515,676.

    13F-HR 0001537621-26-000007 filed by DT Investment Partners, 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 34,507 shares
    Change vs previous 13F -1,975 shares

    0.29% of the 13F portfolio, value $3,425,511.

    13F-HR 0001537621-26-000005 filed by DT Investment Partners, 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 36,482 shares
    Change vs previous 13F -197,151 shares

    0.3% of the 13F portfolio, value $3,643,823.

    13F-HR 0001537621-26-000002 filed by DT Investment Partners, 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 233,633 shares
    Change vs previous 13F -4,667 shares

    1.98% of the 13F portfolio, value $23,421,709.

    13F-HR 0001193125-25-245791 filed by DT Investment Partners, 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 238,300 shares
    Change vs previous 13F -12,157 shares

    2.12% of the 13F portfolio, value $23,639,405.

    13F-HR 0000950123-25-006516 filed by DT Investment Partners, 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 250,457 shares
    Change vs previous 13F -54,659 shares

    2.39% of the 13F portfolio, value $24,775,217.

    13F-HR 0000950123-25-003822 filed by DT Investment Partners, 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 305,116 shares
    Change vs previous 13F +1,669 shares

    2.5% of the 13F portfolio, value $29,565,771.

    13F-HR 0000950123-25-000719 filed by DT Investment Partners, 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 303,447 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $30,730,096.

    13F-HR 0000950123-24-009833 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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