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J.Safra Asset Management Corp: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.Safra Asset Management Corp on AGG, newest first. How the timeline and the estimate are built.

J.Safra Asset Management Corp held 49,131 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,131 shares
    Change vs previous 13F +12,923 shares

    0.22% of the 13F portfolio, value $4,862,986.

    13F-HR 0001535293-26-000005 filed by J.Safra Asset Management Corp
    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 36,208 shares
    Change vs previous 13F +893 shares

    0.19% of the 13F portfolio, value $3,594,368.

    13F-HR 0001535293-26-000004 filed by J.Safra Asset Management Corp
    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 35,315 shares
    Change vs previous 13F +6,075 shares

    0.19% of the 13F portfolio, value $3,527,262.

    13F-HR 0001535293-26-000001 filed by J.Safra Asset Management Corp
    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 29,240 shares
    Change vs previous 13F +2,315 shares

    0.18% of the 13F portfolio, value $2,931,310.

    13F-HR 0001535293-25-000006 filed by J.Safra Asset Management Corp
    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/A 26,925 shares
    Change vs previous 13F +910 shares

    0.19% of the 13F portfolio, value $2,670,960.

    13F-HR/A 0001535293-25-000008 filed by J.Safra Asset Management Corp
    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 26,015 shares
    Change vs previous 13F +545 shares

    0.21% of the 13F portfolio, value $2,573,404.

    13F-HR/A 0001535293-25-000007 filed by J.Safra Asset Management Corp
    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 25,470 shares
    Change vs previous 13F -10,593 shares

    0.2% of the 13F portfolio, value $2,471,099.

    13F-HR 0001535293-25-000001 filed by J.Safra Asset Management Corp
    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 36,063 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,660,395.

    13F-HR 0001535293-24-000006 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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