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Partnervest Advisory Services LLC: AGG position timeline

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

Partnervest Advisory Services LLC held 14,313 AGG shares at 2020-09-30 per its 13F-HR filed 2020-11-03.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 14,313 shares
    Change vs previous 13F +8,383 shares

    0.54% of the 13F portfolio, value $1,690,000.

    13F-HR 0001532516-20-000006 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 5,930 shares
    Change vs previous 13F -2,681 shares

    0.26% of the 13F portfolio, value $701,000.

    13F-HR 0001532516-20-000004 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 8,611 shares
    Change vs previous 13F -751 shares

    0.45% of the 13F portfolio, value $994,000.

    13F-HR 0001532516-20-000002 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 9,362 shares
    Change vs previous 13F -4,919 shares

    0.39% of the 13F portfolio, value $1,053,000.

    13F-HR 0001085146-20-000381 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 14,281 shares
    Change vs previous 13F -896 shares

    0.58% of the 13F portfolio, value $1,616,000.

    13F-HR 0001085146-19-002863 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 15,177 shares
    Change vs previous 13F +6,718 shares

    0.67% of the 13F portfolio, value $1,689,000.

    13F-HR 0001085146-19-002141 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 8,459 shares
    Change vs previous 13F -6,216 shares

    0.38% of the 13F portfolio, value $923,000.

    13F-HR 0001085146-19-001449 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 14,675 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,563,000.

    13F-HR 0001085146-19-000298 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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