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Disclosery

LVZ, Inc.: AGG position timeline

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

LVZ, Inc. held 359,346 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 359,346 shares
    Change vs previous 13F +9,614 shares

    3.61% of the 13F portfolio, value $35,568,072.

    13F-HR 0000905729-26-000131 filed by LVZ, Inc.
    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 349,732 shares
    Change vs previous 13F +11,739 shares

    3.96% of the 13F portfolio, value $34,717,916.

    13F-HR 0000905729-26-000087 filed by LVZ, Inc.
    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/A 337,993 shares
    Change vs previous 13F +1,771 shares

    3.77% of the 13F portfolio, value $33,758,784.

    13F-HR/A 0000905729-26-000036 filed by LVZ, Inc.
    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 336,222 shares
    Change vs previous 13F +3,653 shares

    3.83% of the 13F portfolio, value $33,706,293.

    13F-HR 0000905729-25-000173 filed by LVZ, Inc.
    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 332,569 shares
    Change vs previous 13F +2,397 shares

    3.96% of the 13F portfolio, value $32,990,877.

    13F-HR 0000905729-25-000121 filed by LVZ, Inc.
    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 330,172 shares
    Change vs previous 13F +18,347 shares

    4.29% of the 13F portfolio, value $32,660,657.

    13F-HR 0000905729-25-000078 filed by LVZ, Inc.
    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 311,825 shares
    Change vs previous 13F +16,416 shares

    3.87% of the 13F portfolio, value $30,215,858.

    13F-HR 0000905729-25-000026 filed by LVZ, Inc.
    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 295,409 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $29,916,060.

    13F-HR 0000905729-24-000161 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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