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LifeGoal Investments, LLC: AGG position timeline

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

LifeGoal Investments, LLC held 12,144 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,144 shares
    Change vs previous 13F -510 shares

    0.35% of the 13F portfolio, value $1,148,111.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,654 shares
    Change vs previous 13F +58 shares

    0.57% of the 13F portfolio, value $1,252,450.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, 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 12,596 shares
    Change vs previous 13F -1,490 shares

    0.71% of the 13F portfolio, value $1,246,989.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, 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 14,086 shares
    Change vs previous 13F +2,936 shares

    0.93% of the 13F portfolio, value $1,402,914.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,150 shares
    Change vs previous 13F -1,644 shares

    0.93% of the 13F portfolio, value $1,117,766.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,794 shares
    Change vs previous 13F +1,219 shares

    1.21% of the 13F portfolio, value $1,269,149.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,575 shares
    Change vs previous 13F +5,228 shares

    1.24% of the 13F portfolio, value $1,145,035.

    13F-HR 0001754960-25-000221 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,347 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $615,037.

    13F-HR 0001754960-25-000096 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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