Invariant Investment Management: AGG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invariant Investment Management on AGG, newest first. How the timeline and the estimate are built.
Invariant Investment Management held 8,959 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 8,959 sharesChange vs previous 13F -2,642 shares
0.49% of the 13F portfolio, value $844,394.
13F-HR 0001754960-26-000822 filed by Invariant Investment Management
Accepted , ingested - period ended2026-06-3013F 11,601 sharesChange vs previous 13F +921 shares
0.67% of the 13F portfolio, value $1,144,539.
13F-HR 0001754960-26-000436 filed by Invariant Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,680 sharesChange vs previous 13F +4,631 shares
0.65% of the 13F portfolio, value $1,062,563.
13F-HR 0001754960-26-000231 filed by Invariant Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,049 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $605,826.
13F-HR 0001754960-26-000110 filed by Invariant Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).