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Disclosery

LifePro Asset Management: AGG position timeline

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

LifePro Asset Management held 11,143 AGG shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 11,143 shares
    Change vs previous 13F -678 shares

    0.69% of the 13F portfolio, value $1,128,452.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 11,821 shares
    Change vs previous 13F +689 shares

    0.82% of the 13F portfolio, value $1,147,464.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 11,132 shares
    Change vs previous 13F +1,243 shares

    0.72% of the 13F portfolio, value $1,090,268.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 9,889 shares
    Change vs previous 13F +710 shares

    0.76% of the 13F portfolio, value $981,483.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 9,179 shares
    Change vs previous 13F +4,367 shares

    0.71% of the 13F portfolio, value $863,193.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 4,812 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $471,335.

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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