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Disclosery

Evensky & Katz LLC: AGG position timeline

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

Evensky & Katz LLC held 155,002 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,002 shares
    Change vs previous 13F +6,556 shares

    0.79% of the 13F portfolio, value $15,342,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 148,446 shares
    Change vs previous 13F +9,030 shares

    0.84% of the 13F portfolio, value $14,736,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 139,416 shares
    Change vs previous 13F +5,800 shares

    0.79% of the 13F portfolio, value $13,925,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 133,616 shares
    Change vs previous 13F +3,565 shares

    0.78% of the 13F portfolio, value $13,395,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 130,051 shares
    Change vs previous 13F -1,158 shares

    0.79% of the 13F portfolio, value $12,901,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 131,209 shares
    Change vs previous 13F +19,356 shares

    0.87% of the 13F portfolio, value $12,979,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 111,853 shares
    Change vs previous 13F +7,686 shares

    0.71% of the 13F portfolio, value $10,839,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 104,167 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $10,549,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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