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Disclosery

Lutz Financial Services LLC: AGG position timeline

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

Lutz Financial Services LLC held 208,958 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,958 shares
    Change vs previous 13F -189 shares

    1.26% of the 13F portfolio, value $20,682,708.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 209,147 shares
    Change vs previous 13F -10,744 shares

    1.4% of the 13F portfolio, value $20,762,114.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 219,891 shares
    Change vs previous 13F +9,007 shares

    1.49% of the 13F portfolio, value $21,962,726.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 210,884 shares
    Change vs previous 13F -4,667 shares

    1.53% of the 13F portfolio, value $21,141,207.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 215,551 shares
    Change vs previous 13F -1,552 shares

    1.66% of the 13F portfolio, value $21,382,693.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 217,103 shares
    Change vs previous 13F -4,941 shares

    1.76% of the 13F portfolio, value $21,475,862.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 222,044 shares
    Change vs previous 13F +11,349 shares

    1.74% of the 13F portfolio, value $21,516,096.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services 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 210,695 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $21,337,115.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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