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Mutual Advisors, LLC: AGG position timeline

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

Mutual Advisors, LLC held 60,626 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,626 shares
    Change vs previous 13F -202,550 shares

    0.11% of the 13F portfolio, value $6,000,808.

    13F-HR 0001986152-26-000154 filed by Mutual 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 263,176 shares
    Change vs previous 13F +9,493 shares

    0.56% of the 13F portfolio, value $26,125,443.

    13F-HR 0001986152-26-000054 filed by Mutual 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 253,683 shares
    Change vs previous 13F +139,034 shares

    0.54% of the 13F portfolio, value $25,337,860.

    13F-HR 0001986152-26-000005 filed by Mutual 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 114,649 shares
    Change vs previous 13F +8,229 shares

    0.26% of the 13F portfolio, value $11,584,168.

    13F-HR 0001986152-25-000100 filed by Mutual 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 106,420 shares
    Change vs previous 13F -146,945 shares

    0.26% of the 13F portfolio, value $10,477,008.

    13F-HR 0001986152-25-000050 filed by Mutual 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 253,365 shares
    Change vs previous 13F +142,399 shares

    0.72% of the 13F portfolio, value $24,981,826.

    13F-HR 0001986152-25-000037 filed by Mutual 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 110,966 shares
    Change vs previous 13F -167,878 shares

    0.31% of the 13F portfolio, value $10,754,826.

    13F-HR 0001986152-25-000002 filed by Mutual 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 278,844 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $27,547,000.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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