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Disclosery

P/E Global LLC: AGG position timeline

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

P/E Global LLC held 338,206 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 338,206 shares
    Change vs previous 13F +25,249 shares

    2.15% of the 13F portfolio, value $33,475,630.

    13F-HR 0001910344-26-000005 filed by P/E Global 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 312,957 shares
    Change vs previous 13F -107,540 shares

    2.45% of the 13F portfolio, value $31,067,241.

    13F-HR 0001910344-26-000004 filed by P/E Global 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 420,497 shares
    Change vs previous 13F -106,087 shares

    3.03% of the 13F portfolio, value $41,999,240.

    13F-HR 0001910344-26-000002 filed by P/E Global 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 526,584 shares
    Change vs previous 13F +13,536 shares

    10.56% of the 13F portfolio, value $52,790,000.

    13F-HR 0001910344-25-000008 filed by P/E Global 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 513,048 shares
    Change vs previous 13F +38,951 shares

    10.58% of the 13F portfolio, value $50,894,000.

    13F-HR 0001910344-25-000005 filed by P/E Global 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 474,097 shares
    Change vs previous 13F +10,823 shares

    10.61% of the 13F portfolio, value $46,898,000.

    13F-HR 0001910344-25-000003 filed by P/E Global 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 463,274 shares
    Change vs previous 13F +35,589 shares

    10.1% of the 13F portfolio, value $44,891,000.

    13F-HR 0001910344-25-000002 filed by P/E Global 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 427,685 shares
    Change vs previous 13F not available

    11.98% of the 13F portfolio, value $43,312,000.

    13F-HR 0001910344-24-000005 filed by P/E Global LLC
    Filed (acceptance time not in the bulk data set), ingested

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