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Roger Wittlin Investment Advisory, LLC: AGG position timeline

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

Roger Wittlin Investment Advisory, LLC held 5,163 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,163 shares
    Change vs previous 13F +52 shares

    0.4% of the 13F portfolio, value $511,073.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment 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 5,111 shares
    Change vs previous 13F -1,378 shares

    0.41% of the 13F portfolio, value $507,434.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment 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 6,489 shares
    Change vs previous 13F -91 shares

    0.45% of the 13F portfolio, value $648,123.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment 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 6,580 shares
    Change vs previous 13F +64 shares

    0.37% of the 13F portfolio, value $659,692.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment 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 6,516 shares
    Change vs previous 13F +1,551 shares

    0.36% of the 13F portfolio, value $646,397.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment 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 4,965 shares
    Change vs previous 13F +23 shares

    0.29% of the 13F portfolio, value $491,117.

    13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment 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 4,942 shares
    Change vs previous 13F -4,016 shares

    0.27% of the 13F portfolio, value $478,878.

    13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment 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 8,958 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $907,196.

    13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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