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Disclosery

Edgestream Partners, L.P.: AGG position timeline

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

Edgestream Partners, L.P. held 99,843 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,843 shares
    Change vs previous 13F +85,051 shares

    0.29% of the 13F portfolio, value $9,882,460.

    13F-HR 0001535061-26-000004 filed by Edgestream Partners, L.P.
    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 14,792 shares
    Change vs previous 13F -68,007 shares

    0.05% of the 13F portfolio, value $1,468,402.

    13F-HR 0001535061-26-000003 filed by Edgestream Partners, L.P.
    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 82,799 shares
    Change vs previous 13F -11,533 shares

    0.23% of the 13F portfolio, value $8,269,964.

    13F-HR 0001535061-26-000001 filed by Edgestream Partners, L.P.
    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 94,332 shares
    Change vs previous 13F +84,548 shares

    0.28% of the 13F portfolio, value $9,456,783.

    13F-HR 0001535061-25-000007 filed by Edgestream Partners, L.P.
    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 9,784 shares
    Change vs previous 13F +9,784 shares

    0.03% of the 13F portfolio, value $970,573.

    13F-HR 0001535061-25-000005 filed by Edgestream Partners, L.P.
    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 0 shares
    Change vs previous 13F -2,432 shares

    13F-HR 0001535061-25-000004 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 2,432 shares
    Change vs previous 13F -19,423 shares

    0.01% of the 13F portfolio, value $235,661.

    13F-HR 0001535061-25-000003 filed by Edgestream Partners, L.P.
    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 21,855 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,213,256.

    13F-HR 0001535061-24-000004 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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