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Disclosery

Envision Financial LLC: AGG position timeline

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

Envision Financial LLC held 71,947 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 71,947 shares
    Change vs previous 13F +10,625 shares

    3.02% of the 13F portfolio, value $6,801,865.

    13F-HR 0002051355-26-000005 filed by Envision Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,322 shares
    Change vs previous 13F +21,039 shares

    2.8% of the 13F portfolio, value $6,069,644.

    13F-HR 0002051355-26-000003 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 40,283 shares
    Change vs previous 13F +6,706 shares

    2.15% of the 13F portfolio, value $3,998,904.

    13F-HR 0002051355-26-000002 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,577 shares
    Change vs previous 13F +7,206 shares

    1.77% of the 13F portfolio, value $3,353,708.

    13F-HR 0002051355-26-000001 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,371 shares
    Change vs previous 13F +3,567 shares

    1.52% of the 13F portfolio, value $2,643,706.

    13F-HR 0002051355-25-000010 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,804 shares
    Change vs previous 13F -1,771 shares

    1.51% of the 13F portfolio, value $2,262,176.

    13F-HR 0002051355-25-000004 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,575 shares
    Change vs previous 13F +2,758 shares

    1.83% of the 13F portfolio, value $2,430,959.

    13F-HR 0002051355-25-000003 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 21,817 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,114,067.

    13F-HR/A 0002051355-25-000002 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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