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Liquid Strategies, LLC: AGG position timeline

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

Liquid Strategies, LLC held 485,509 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 485,509 shares
    Change vs previous 13F -13,610 shares

    6.56% of the 13F portfolio, value $48,055,681.

    13F-HR 0001062993-26-003871 filed by Liquid Strategies, 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 499,119 shares
    Change vs previous 13F +170,280 shares

    10.64% of the 13F portfolio, value $49,547,543.

    13F-HR 0001062993-26-002261 filed by Liquid Strategies, 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 328,839 shares
    Change vs previous 13F -23,707 shares

    7.15% of the 13F portfolio, value $32,844,439.

    13F-HR 0001062993-26-000446 filed by Liquid Strategies, 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 352,546 shares
    Change vs previous 13F -132,314 shares

    7.28% of the 13F portfolio, value $35,342,736.

    13F-HR 0001062993-25-016284 filed by Liquid Strategies, 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 484,860 shares
    Change vs previous 13F -27,451 shares

    10.51% of the 13F portfolio, value $48,098,112.

    13F-HR 0001062993-25-013225 filed by Liquid Strategies, 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 512,311 shares
    Change vs previous 13F -15,400 shares

    9.55% of the 13F portfolio, value $50,677,804.

    13F-HR 0001062993-25-007704 filed by Liquid Strategies, LLC
    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 527,711 shares
    Change vs previous 13F +31,241 shares

    10.53% of the 13F portfolio, value $51,135,196.

    13F-HR 0001062993-25-000924 filed by Liquid Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 496,470 shares
    Change vs previous 13F not available

    12.03% of the 13F portfolio, value $50,278,000.

    13F-HR 0001062993-24-017663 filed by Liquid Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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