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Lynch Investment Planning, LLC: AGG position timeline

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

Lynch Investment Planning, LLC held 62,263 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,263 shares
    Change vs previous 13F +4,645 shares

    4.73% of the 13F portfolio, value $6,162,743.

    13F-HR 0001754960-26-000556 filed by Lynch Investment Planning, 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 57,618 shares
    Change vs previous 13F +6,974 shares

    5.14% of the 13F portfolio, value $5,719,703.

    13F-HR 0001754960-26-000378 filed by Lynch Investment Planning, 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 50,644 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $5,058,288.

    13F-HR 0001754960-26-000191 filed by Lynch Investment Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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