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Disclosery

Liberty Atlantic Advisors LLC: AGG position timeline

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

Liberty Atlantic Advisors LLC held 82,077 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 82,077 shares
    Change vs previous 13F +12,490 shares

    4.93% of the 13F portfolio, value $7,759,534.

    13F-HR 0001754960-26-000873 filed by Liberty Atlantic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,587 shares
    Change vs previous 13F +7,375 shares

    4.96% of the 13F portfolio, value $6,887,755.

    13F-HR 0001754960-26-000592 filed by Liberty Atlantic 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 ended2026-03-31
    13F 62,212 shares
    Change vs previous 13F +24,355 shares

    5.28% of the 13F portfolio, value $6,175,798.

    13F-HR 0001754960-26-000327 filed by Liberty Atlantic 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 ended2025-12-31
    13F 37,857 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $3,781,202.

    13F-HR 0001754960-26-000144 filed by Liberty Atlantic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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