Skip to content
Disclosery

FormulaFolio Investments, LLC: AGG position timeline

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

FormulaFolio Investments, LLC held 7,214 AGG shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 7,214 shares
    Change vs previous 13F -4 shares

    0.28% of the 13F portfolio, value $832,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 7,218 shares
    Change vs previous 13F -183,132 shares

    0.27% of the 13F portfolio, value $824,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 190,350 shares
    Change vs previous 13F +59,419 shares

    0.47% of the 13F portfolio, value $22,497,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 130,931 shares
    Change vs previous 13F -47,224 shares

    0.6% of the 13F portfolio, value $15,458,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 178,155 shares
    Change vs previous 13F -52,344 shares

    0.86% of the 13F portfolio, value $21,060,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 230,499 shares
    Change vs previous 13F -155,434 shares

    1.42% of the 13F portfolio, value $26,593,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 385,933 shares
    Change vs previous 13F +2,043 shares

    1.55% of the 13F portfolio, value $43,367,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 383,890 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $43,445,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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