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Pathway Financial Advisors LLC: AGG position timeline

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

Pathway Financial Advisors LLC held 21,240 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,240 shares
    Change vs previous 13F +5,434 shares

    0.22% of the 13F portfolio, value $2,008,033.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,806 shares
    Change vs previous 13F +372 shares

    0.18% of the 13F portfolio, value $1,558,620.

    13F-HR 0001738828-26-000006 filed by Pathway Financial 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 ended2026-03-31
    13F 15,434 shares
    Change vs previous 13F +100 shares

    0.19% of the 13F portfolio, value $1,531,551.

    13F-HR 0001738828-26-000005 filed by Pathway Financial 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 ended2025-12-31
    13F 15,334 shares
    Change vs previous 13F +1,079 shares

    0.19% of the 13F portfolio, value $1,533,734.

    13F-HR 0001738828-26-000001 filed by Pathway Financial 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 ended2025-09-30
    13F 14,255 shares
    Change vs previous 13F +109 shares

    0.19% of the 13F portfolio, value $1,429,114.

    13F-HR 0001738828-25-000009 filed by Pathway Financial 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 ended2025-06-30
    13F 14,146 shares
    Change vs previous 13F -1,226 shares

    0.21% of the 13F portfolio, value $1,403,256.

    13F-HR 0001738828-25-000006 filed by Pathway Financial 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 ended2025-03-31
    13F 15,372 shares
    Change vs previous 13F +1,774 shares

    0.27% of the 13F portfolio, value $1,520,648.

    13F-HR 0001738828-25-000003 filed by Pathway Financial 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 ended2024-12-31
    13F 13,598 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,317,646.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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