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Disclosery

NEOS Investment Management LLC: AGG position timeline

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

NEOS Investment Management LLC held 911,236 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 911,236 shares
    Change vs previous 13F +89,452 shares

    0.33% of the 13F portfolio, value $89,892,074.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 821,784 shares
    Change vs previous 13F +167,433 shares

    0.41% of the 13F portfolio, value $81,318,504.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 654,351 shares
    Change vs previous 13F +127,548 shares

    0.38% of the 13F portfolio, value $65,356,578.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 526,803 shares
    Change vs previous 13F +63,388 shares

    0.39% of the 13F portfolio, value $52,639,794.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 463,415 shares
    Change vs previous 13F +48,240 shares

    0.57% of the 13F portfolio, value $45,821,099.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 415,175 shares
    Change vs previous 13F +89,441 shares

    0.78% of the 13F portfolio, value $40,942,820.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 325,734 shares
    Change vs previous 13F +126,935 shares

    0.74% of the 13F portfolio, value $31,563,625.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 198,799 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $20,070,362.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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