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INTERACTIVE FINANCIAL ADVISORS, INC.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTERACTIVE FINANCIAL ADVISORS, INC. on AGG, newest first. How the timeline and the estimate are built.

INTERACTIVE FINANCIAL ADVISORS, INC. held 103,176 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,176 shares
    Change vs previous 13F -701 shares

    6.22% of the 13F portfolio, value $10,197,254.

    13F-HR 0001419099-26-000003 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 103,877 shares
    Change vs previous 13F -989 shares

    6.75% of the 13F portfolio, value $10,311,898.

    13F-HR 0001419099-26-000002 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 104,866 shares
    Change vs previous 13F -17,034 shares

    6.77% of the 13F portfolio, value $10,474,056.

    13F-HR 0001419099-26-000001 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 121,900 shares
    Change vs previous 13F -17,008 shares

    6.61% of the 13F portfolio, value $12,220,566.

    13F-HR 0001419099-25-000002 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 138,908 shares
    Change vs previous 13F -5,475 shares

    6.72% of the 13F portfolio, value $13,779,761.

    13F-HR 0001085146-25-004233 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 144,383 shares
    Change vs previous 13F +1,170 shares

    7.54% of the 13F portfolio, value $14,282,451.

    13F-HR 0001085146-25-002434 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 143,213 shares
    Change vs previous 13F +1,046 shares

    7.27% of the 13F portfolio, value $13,877,392.

    13F-HR 0001085146-25-000832 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 142,167 shares
    Change vs previous 13F not available

    7.41% of the 13F portfolio, value $14,397,320.

    13F-HR 0001085146-24-005236 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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