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New World Advisors LLC: AGG position timeline

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

New World Advisors LLC held 4,174 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,174 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $413,115.

    13F-HR 0001951757-26-001240 filed by New World 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/A 4,166 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $413,526.

    13F-HR/A 0001951757-26-000739 filed by New World 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 4,161 shares
    Change vs previous 13F -497 shares

    0.07% of the 13F portfolio, value $415,560.

    13F-HR 0001951757-26-000387 filed by New World 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 4,658 shares
    Change vs previous 13F -153 shares

    0.09% of the 13F portfolio, value $466,982.

    13F-HR 0001951757-25-001298 filed by New World 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 4,811 shares
    Change vs previous 13F -2,406 shares

    0.1% of the 13F portfolio, value $477,264.

    13F-HR 0001951757-25-001064 filed by New World 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 7,217 shares
    Change vs previous 13F -2,037 shares

    0.16% of the 13F portfolio, value $713,943.

    13F-HR 0001951757-25-000437 filed by New World 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 9,254 shares
    Change vs previous 13F +1,893 shares

    0.22% of the 13F portfolio, value $896,713.

    13F-HR 0001951757-25-000181 filed by New World 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 7,361 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $745,448.

    13F-HR 0001951757-24-001125 filed by New World Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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