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Disclosery

LPL Financial LLC: AGG position timeline

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

LPL Financial LLC held 15,294,726 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,294,726 shares
    Change vs previous 13F +1,416,040 shares

    0.34% of the 13F portfolio, value $1,513,871,906.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 13,878,686 shares
    Change vs previous 13F -206,675 shares

    0.37% of the 13F portfolio, value $1,377,737,116.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 14,085,361 shares
    Change vs previous 13F +2,304,418 shares

    0.38% of the 13F portfolio, value $1,406,845,809.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 11,780,943 shares
    Change vs previous 13F +1,342,693 shares

    0.34% of the 13F portfolio, value $1,181,039,523.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 10,438,250 shares
    Change vs previous 13F +489,642 shares

    0.35% of the 13F portfolio, value $1,035,474,432.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 9,948,608 shares
    Change vs previous 13F +677,193 shares

    0.38% of the 13F portfolio, value $984,116,280.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 9,271,415 shares
    Change vs previous 13F +1,328,631 shares

    0.37% of the 13F portfolio, value $898,400,070.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 7,942,784 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $804,365,677.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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