Elm Partners Management LLC: AGG position timeline

Elm Partners Management LLC held 369,207 AGG shares at 2026-06-30 per its 13F-HR/A filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 369,207 shares

   Change vs previous 13F +93,516 shares

   1.09% of the 13F portfolio, value $36,544,112.

   13F-HR/A 0001172661-26-004422 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:31:02 UTC, ingested 2026-10-07 16:31:30 UTC

2. period ended2026-03-31

   13F 275,691 shares

   Change vs previous 13F -144,720 shares

   1.18% of the 13F portfolio, value $27,304,443.

   13F-HR 0001172661-26-001760 filed by Elm Partners Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 420,411 shares

   Change vs previous 13F +125,272 shares

   1.55% of the 13F portfolio, value $41,990,685.

   13F-HR/A 0001172661-26-004421 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:30:07 UTC, ingested 2026-10-07 16:30:30 UTC

4. period ended2025-09-30

   13F/A 295,139 shares

   Change vs previous 13F +20,270 shares

   1.2% of the 13F portfolio, value $29,587,683.

   13F-HR/A 0001172661-26-004420 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:29:10 UTC, ingested 2026-10-07 16:30:30 UTC

5. period ended2025-06-30

   13F/A 274,869 shares

   Change vs previous 13F +30,580 shares

   1.27% of the 13F portfolio, value $27,266,975.

   13F-HR/A 0001172661-26-004419 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:28:10 UTC, ingested 2026-10-07 16:29:30 UTC

6. period ended2025-03-31

   13F/A 244,289 shares

   Change vs previous 13F -198,858 shares

   1.25% of the 13F portfolio, value $24,165,048.

   13F-HR/A 0001172661-26-004417 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:03:14 UTC, ingested 2026-10-07 16:04:30 UTC

7. period ended2024-12-31

   13F 443,147 shares

   Change vs previous 13F -34,197 shares

   2.93% of the 13F portfolio, value $42,940,959.

   13F-HR 0001172661-25-000783 filed by Elm Partners Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 477,344 shares

   Change vs previous 13F not available

   3.45% of the 13F portfolio, value $48,340,660.

   13F-HR 0001172661-24-004511 filed by Elm Partners Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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