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Optas, LLC: AGG position timeline

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

Optas, LLC held 101,009 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,009 shares
    Change vs previous 13F -105,063 shares

    1.4% of the 13F portfolio, value $9,998,254.

    13F-HR 0001802961-26-000004 filed by Optas, 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 206,072 shares
    Change vs previous 13F +104,001 shares

    3.1% of the 13F portfolio, value $20,456,980.

    13F-HR 0001802961-26-000002 filed by Optas, 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 102,071 shares
    Change vs previous 13F +19,875 shares

    1.59% of the 13F portfolio, value $10,195,037.

    13F-HR 0001802961-26-000001 filed by Optas, 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 82,196 shares
    Change vs previous 13F +38,893 shares

    1.4% of the 13F portfolio, value $8,240,149.

    13F-HR 0001802961-25-000004 filed by Optas, 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 43,303 shares
    Change vs previous 13F +431 shares

    0.82% of the 13F portfolio, value $4,295,628.

    13F-HR 0001085146-25-004086 filed by Optas, 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 42,872 shares
    Change vs previous 13F -918 shares

    0.74% of the 13F portfolio, value $4,240,905.

    13F-HR 0001085146-25-002171 filed by Optas, 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 43,790 shares
    Change vs previous 13F -88 shares

    0.91% of the 13F portfolio, value $4,243,270.

    13F-HR 0001085146-25-000492 filed by Optas, 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 43,878 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,443,567.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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