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Disclosery

Horizon Investments, LLC: AGG position timeline

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

Horizon Investments, LLC held 284,724 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 284,724 shares
    Change vs previous 13F -244,672 shares

    0.31% of the 13F portfolio, value $27,991,217.

    13F-HR 0001560717-26-000008 filed by Horizon 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 ended2026-03-31
    13F 529,396 shares
    Change vs previous 13F +281,731 shares

    0.59% of the 13F portfolio, value $52,198,446.

    13F-HR 0001560717-26-000007 filed by Horizon 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 ended2025-12-31
    13F 247,665 shares
    Change vs previous 13F +22,650 shares

    0.31% of the 13F portfolio, value $24,736,781.

    13F-HR 0001560717-26-000002 filed by Horizon 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 ended2025-09-30
    13F 225,015 shares
    Change vs previous 13F -31,834 shares

    0.29% of the 13F portfolio, value $22,411,494.

    13F-HR 0001560717-25-000008 filed by Horizon 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 ended2025-06-30
    13F 256,849 shares
    Change vs previous 13F +7,000 shares

    0.4% of the 13F portfolio, value $25,312,469.

    13F-HR 0001560717-25-000006 filed by Horizon 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 ended2025-03-31
    13F 249,849 shares
    Change vs previous 13F -18,123 shares

    0.73% of the 13F portfolio, value $24,552,661.

    13F-HR 0001560717-25-000004 filed by Horizon 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 ended2024-12-31
    13F 267,972 shares
    Change vs previous 13F -27,555 shares

    0.74% of the 13F portfolio, value $25,880,736.

    13F-HR 0001560717-25-000001 filed by Horizon 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 ended2024-09-30
    13F 295,527 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $29,741,838.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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