Skip to content
Disclosery

RATIONAL ADVISORS, INC.: AGG position timeline

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

RATIONAL ADVISORS, INC. held 735,041 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 735,041 shares
    Change vs previous 13F +16,394 shares

    6.67% of the 13F portfolio, value $72,754,358.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, INC.
    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 718,647 shares
    Change vs previous 13F -534 shares

    7.28% of the 13F portfolio, value $71,340,088.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, INC.
    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 719,181 shares
    Change vs previous 13F -37,167 shares

    7.36% of the 13F portfolio, value $71,831,798.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, INC.
    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 756,348 shares
    Change vs previous 13F -8,725 shares

    7.54% of the 13F portfolio, value $75,823,887.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    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 765,073 shares
    Change vs previous 13F -31,826 shares

    7.52% of the 13F portfolio, value $75,895,242.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, INC.
    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 796,899 shares
    Change vs previous 13F -78,699 shares

    7.96% of the 13F portfolio, value $78,829,249.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, INC.
    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 875,598 shares
    Change vs previous 13F -18,052 shares

    8.29% of the 13F portfolio, value $84,845,446.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, INC.
    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 893,650 shares
    Change vs previous 13F not available

    8.71% of the 13F portfolio, value $90,499,936.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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