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Invera Wealth Advisors, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invera Wealth Advisors, LLC on AGG, newest first. How the timeline and the estimate are built.

Invera Wealth Advisors, LLC held 32,432 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,432 shares
    Change vs previous 13F +3,756 shares

    1.72% of the 13F portfolio, value $3,210,119.

    13F-HR 0001976780-26-000003 filed by Invera Wealth Advisors, LLC
    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 28,676 shares
    Change vs previous 13F +405 shares

    1.83% of the 13F portfolio, value $2,846,667.

    13F-HR 0001976780-26-000002 filed by Invera Wealth Advisors, LLC
    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 28,271 shares
    Change vs previous 13F +3,915 shares

    1.78% of the 13F portfolio, value $2,823,707.

    13F-HR 0001976780-26-000001 filed by Invera Wealth Advisors, LLC
    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 24,356 shares
    Change vs previous 13F +112 shares

    1.5% of the 13F portfolio, value $2,441,689.

    13F-HR 0001976780-25-000009 filed by Invera Wealth Advisors, LLC
    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 24,244 shares
    Change vs previous 13F +1,476 shares

    1.57% of the 13F portfolio, value $2,405,005.

    13F-HR 0001976780-25-000007 filed by Invera Wealth Advisors, LLC
    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/A 22,768 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,252,211.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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