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Independent Advisor Alliance: AGG position timeline

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

Independent Advisor Alliance held 54,792 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,792 shares
    Change vs previous 13F -190,368 shares

    0.13% of the 13F portfolio, value $5,423,312.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 245,160 shares
    Change vs previous 13F +187,262 shares

    0.26% of the 13F portfolio, value $24,337,073.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 57,898 shares
    Change vs previous 13F -4,331 shares

    0.14% of the 13F portfolio, value $5,782,852.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 62,229 shares
    Change vs previous 13F +1,071 shares

    0.16% of the 13F portfolio, value $6,238,457.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 61,158 shares
    Change vs previous 13F +3,887 shares

    0.17% of the 13F portfolio, value $6,066,874.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 57,271 shares
    Change vs previous 13F -107,982 shares

    0.19% of the 13F portfolio, value $5,665,247.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 165,253 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $16,013,011.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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