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FIDUCIENT ADVISORS LLC: AGG position timeline

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

FIDUCIENT ADVISORS LLC held 149,252 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,252 shares
    Change vs previous 13F -18,662 shares

    2.12% of the 13F portfolio, value $14,772,974.

    13F-HR 0001172661-26-003177 filed by FIDUCIENT ADVISORS 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 167,914 shares
    Change vs previous 13F +1,977 shares

    2.18% of the 13F portfolio, value $16,668,862.

    13F-HR 0001172661-26-001640 filed by FIDUCIENT ADVISORS 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 165,937 shares
    Change vs previous 13F +6,445 shares

    2.05% of the 13F portfolio, value $16,573,793.

    13F-HR 0001172661-26-000553 filed by FIDUCIENT ADVISORS 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 159,492 shares
    Change vs previous 13F +5,407 shares

    1.87% of the 13F portfolio, value $15,989,172.

    13F-HR 0001172661-25-004495 filed by FIDUCIENT ADVISORS 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 154,085 shares
    Change vs previous 13F +7,390 shares

    1.87% of the 13F portfolio, value $15,285,282.

    13F-HR 0001172661-25-003085 filed by FIDUCIENT ADVISORS 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 146,695 shares
    Change vs previous 13F -1,213 shares

    1.81% of the 13F portfolio, value $14,511,107.

    13F-HR 0001172661-25-002144 filed by FIDUCIENT ADVISORS 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 147,908 shares
    Change vs previous 13F +4,046 shares

    1.77% of the 13F portfolio, value $14,332,353.

    13F-HR 0001172661-25-000779 filed by FIDUCIENT ADVISORS 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 143,862 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $14,568,890.

    13F-HR 0001172661-24-004368 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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