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Modus Advisors, LLC: AGG position timeline

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

Modus Advisors, LLC held 61,494 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,494 shares
    Change vs previous 13F +2,203 shares

    1.5% of the 13F portfolio, value $6,086,702.

    13F-HR 0001799284-26-000003 filed by Modus Advisors, 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 59,291 shares
    Change vs previous 13F +7,910 shares

    1.62% of the 13F portfolio, value $5,885,811.

    13F-HR 0001799284-26-000002 filed by Modus Advisors, 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 51,381 shares
    Change vs previous 13F +4,562 shares

    1.35% of the 13F portfolio, value $5,131,963.

    13F-HR 0001799284-26-000001 filed by Modus Advisors, 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 46,819 shares
    Change vs previous 13F +1,088 shares

    1.28% of the 13F portfolio, value $4,693,630.

    13F-HR 0001799284-25-000005 filed by Modus Advisors, 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 45,731 shares
    Change vs previous 13F +1,487 shares

    1.35% of the 13F portfolio, value $4,536,481.

    13F-HR 0001799284-25-000003 filed by Modus Advisors, 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 44,244 shares
    Change vs previous 13F -869 shares

    1.43% of the 13F portfolio, value $4,376,644.

    13F-HR 0001799284-25-000002 filed by Modus Advisors, 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 45,113 shares
    Change vs previous 13F +2,186 shares

    1.37% of the 13F portfolio, value $4,371,469.

    13F-HR 0001799284-25-000001 filed by Modus Advisors, 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 42,927 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $4,347,172.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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