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FDx Advisors, Inc.: AGG position timeline

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

FDx Advisors, Inc. held 82,452 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,452 shares
    Change vs previous 13F -588 shares

    2.46% of the 13F portfolio, value $8,161,000.

    13F-HR 0001566601-26-000004 filed by FDx Advisors, Inc.
    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 83,040 shares
    Change vs previous 13F -1,157 shares

    2.63% of the 13F portfolio, value $8,243,000.

    13F-HR 0001566601-26-000003 filed by FDx Advisors, Inc.
    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 84,197 shares
    Change vs previous 13F -4,087 shares

    4.29% of the 13F portfolio, value $8,410,000.

    13F-HR 0001566601-26-000001 filed by FDx Advisors, Inc.
    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 88,284 shares
    Change vs previous 13F -1,244 shares

    2.66% of the 13F portfolio, value $8,876,000.

    13F-HR 0001566601-25-000012 filed by FDx Advisors, Inc.
    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 89,528 shares
    Change vs previous 13F -1,956 shares

    2.71% of the 13F portfolio, value $8,881,000.

    13F-HR 0001566601-25-000007 filed by FDx Advisors, Inc.
    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 91,484 shares
    Change vs previous 13F -8,123 shares

    2.94% of the 13F portfolio, value $9,050,000.

    13F-HR 0001566601-25-000004 filed by FDx Advisors, Inc.
    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 99,607 shares
    Change vs previous 13F -1,842 shares

    2.82% of the 13F portfolio, value $9,652,000.

    13F-HR 0001566601-25-000001 filed by FDx Advisors, Inc.
    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 101,449 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $10,274,000.

    13F-HR 0001566601-24-000010 filed by FDx Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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