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INCOME RESEARCH & MANAGEMENT: AGGS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INCOME RESEARCH & MANAGEMENT on AGGS, newest first. How the timeline and the estimate are built.

INCOME RESEARCH & MANAGEMENT held 50,000 AGGS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,000 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $2,044,750.

    13F-HR 0001214659-26-008874 filed by INCOME RESEARCH & MANAGEMENT
    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 50,000 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $2,043,250.

    13F-HR 0001214659-26-004758 filed by INCOME RESEARCH & MANAGEMENT
    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 50,000 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $2,061,000.

    13F-HR 0001214659-26-000644 filed by INCOME RESEARCH & MANAGEMENT
    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 50,000 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $2,083,000.

    13F-HR 0001214659-25-015028 filed by INCOME RESEARCH & MANAGEMENT
    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 50,000 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,059,165.

    13F-HR 0001214659-25-010512 filed by INCOME RESEARCH & MANAGEMENT
    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 50,000 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $2,062,800.

    13F-HR 0001214659-25-006203 filed by INCOME RESEARCH & MANAGEMENT
    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 50,000 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $2,026,135.

    13F-HR 0001214659-25-001024 filed by INCOME RESEARCH & MANAGEMENT
    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 50,000 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,125,700.

    13F-HR 0001214659-24-017767 filed by INCOME RESEARCH & MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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