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Disclosery

IEQ CAPITAL, LLC: AGG position timeline

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

IEQ CAPITAL, LLC held 108,177 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,177 shares
    Change vs previous 13F -12,103 shares

    0.05% of the 13F portfolio, value $10,707,389.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 120,280 shares
    Change vs previous 13F +1,233 shares

    0.06% of the 13F portfolio, value $11,940,233.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 119,047 shares
    Change vs previous 13F +72,617 shares

    0.04% of the 13F portfolio, value $11,890,393.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 46,430 shares
    Change vs previous 13F -951 shares

    0.01% of the 13F portfolio, value $4,654,652.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 47,381 shares
    Change vs previous 13F +4,269 shares

    0.03% of the 13F portfolio, value $4,700,172.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 43,112 shares
    Change vs previous 13F +26,346 shares

    0.03% of the 13F portfolio, value $4,264,705.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 16,766 shares
    Change vs previous 13F +13,335 shares

    0.02% of the 13F portfolio, value $1,624,647.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 3,431 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $347,482.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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