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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

  1. period ended2026-09-30
    13F 8,959 shares
    Change 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

  2. period ended2026-06-30
    13F 11,601 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 10,680 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 6,049 shares
    Change 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), ingested

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