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Disclosery

IFS Advisors, LLC: AGG position timeline

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

IFS Advisors, LLC held 46,847 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 46,847 shares
    Change vs previous 13F +4 shares

    2.22% of the 13F portfolio, value $4,636,987.

    13F-HR 0001765617-26-000005 filed by IFS 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 46,843 shares
    Change vs previous 13F -859 shares

    2.4% of the 13F portfolio, value $4,650,128.

    13F-HR 0001765617-26-000004 filed by IFS 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 47,702 shares
    Change vs previous 13F +8,551 shares

    2.48% of the 13F portfolio, value $4,764,489.

    13F-HR 0001765617-26-000002 filed by IFS 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 39,151 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $3,924,887.

    13F-HR 0001765617-25-000010 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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