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Disclosery

RFG Advisory, LLC: AGG position timeline

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

RFG Advisory, LLC held 53,216 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,216 shares
    Change vs previous 13F -22,030 shares

    0.08% of the 13F portfolio, value $5,267,303.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 75,246 shares
    Change vs previous 13F -27,218 shares

    0.14% of the 13F portfolio, value $7,469,649.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 102,464 shares
    Change vs previous 13F -5,393 shares

    0.19% of the 13F portfolio, value $10,234,116.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 107,857 shares
    Change vs previous 13F +27,220 shares

    0.22% of the 13F portfolio, value $10,812,647.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 80,637 shares
    Change vs previous 13F +58,944 shares

    0.19% of the 13F portfolio, value $7,999,148.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 21,693 shares
    Change vs previous 13F -24,149 shares

    0.06% of the 13F portfolio, value $2,145,861.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 45,842 shares
    Change vs previous 13F -1,905 shares

    0.13% of the 13F portfolio, value $4,442,085.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 47,747 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,835,344.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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