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NewEdge Advisors, LLC: AGG position timeline

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

NewEdge Advisors, LLC held 901,815 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 901,815 shares
    Change vs previous 13F +46,837 shares

    0.27% of the 13F portfolio, value $89,261,696.

    13F-HR 0001213900-26-088240 filed by NewEdge 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 854,978 shares
    Change vs previous 13F -83,741 shares

    0.31% of the 13F portfolio, value $84,873,597.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 938,719 shares
    Change vs previous 13F +63,998 shares

    0.34% of the 13F portfolio, value $93,759,228.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 874,721 shares
    Change vs previous 13F +45,831 shares

    0.4% of the 13F portfolio, value $87,690,983.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 828,890 shares
    Change vs previous 13F +42,679 shares

    0.42% of the 13F portfolio, value $82,225,948.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 786,211 shares
    Change vs previous 13F -32,584 shares

    0.46% of the 13F portfolio, value $77,771,955.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 818,795 shares
    Change vs previous 13F -72,293 shares

    0.48% of the 13F portfolio, value $79,341,318.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 891,088 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $90,240,506.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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