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Disclosery

Realta Investment Advisors: AGG position timeline

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

Realta Investment Advisors held 12,300 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,300 shares
    Change vs previous 13F +305 shares

    0.34% of the 13F portfolio, value $1,162,838.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,995 shares
    Change vs previous 13F -395 shares

    0.37% of the 13F portfolio, value $1,187,296.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    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 12,390 shares
    Change vs previous 13F +346 shares

    0.43% of the 13F portfolio, value $1,229,973.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    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 12,044 shares
    Change vs previous 13F +717 shares

    0.4% of the 13F portfolio, value $1,202,961.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    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 11,327 shares
    Change vs previous 13F +105 shares

    0.38% of the 13F portfolio, value $1,135,489.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    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 11,222 shares
    Change vs previous 13F -1,106 shares

    0.44% of the 13F portfolio, value $1,113,192.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    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 12,328 shares
    Change vs previous 13F -838 shares

    0.56% of the 13F portfolio, value $1,219,457.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    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 13,166 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,274,799.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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