Skip to content
Disclosery

REBALANCE, LLC: AGG position timeline

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

REBALANCE, LLC held 1,629,077 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,629,077 shares
    Change vs previous 13F +168,779 shares

    8.45% of the 13F portfolio, value $161,246,017.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 1,460,298 shares
    Change vs previous 13F +40,358 shares

    8.42% of the 13F portfolio, value $144,963,786.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 1,419,940 shares
    Change vs previous 13F +63,912 shares

    8.29% of the 13F portfolio, value $141,823,651.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 1,356,028 shares
    Change vs previous 13F +57,059 shares

    8.2% of the 13F portfolio, value $135,941,787.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 1,298,969 shares
    Change vs previous 13F +2,545 shares

    8.76% of the 13F portfolio, value $128,857,764.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 1,296,424 shares
    Change vs previous 13F +25,155 shares

    9.44% of the 13F portfolio, value $128,242,278.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 1,271,269 shares
    Change vs previous 13F +52,446 shares

    9.21% of the 13F portfolio, value $123,186,005.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 1,218,823 shares
    Change vs previous 13F not available

    9.04% of the 13F portfolio, value $123,430,172.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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