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Running Point Capital Advisors, LLC: AGG position timeline

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

Running Point Capital Advisors, LLC held 24,892 AGG shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 24,892 shares
    Change vs previous 13F -361 shares

    0.68% of the 13F portfolio, value $2,486,176.

    13F-HR 0001398344-26-003250 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 25,253 shares
    Change vs previous 13F +1,553 shares

    0.68% of the 13F portfolio, value $2,531,600.

    13F-HR 0001398344-25-019878 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 23,700 shares
    Change vs previous 13F +524 shares

    0.65% of the 13F portfolio, value $2,351,049.

    13F-HR 0001398344-25-015005 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 23,176 shares
    Change vs previous 13F +1,025 shares

    0.73% of the 13F portfolio, value $2,292,609.

    13F-HR 0001398344-25-009551 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 22,151 shares
    Change vs previous 13F +4,064 shares

    0.74% of the 13F portfolio, value $2,146,418.

    13F-HR 0001398344-25-002420 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 18,087 shares
    Change vs previous 13F +748 shares

    0.71% of the 13F portfolio, value $1,831,670.

    13F-HR 0001398344-24-020400 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 17,339 shares
    Change vs previous 13F +770 shares

    0.7% of the 13F portfolio, value $1,683,057.

    13F-HR 0001398344-24-014498 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 16,569 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,622,787.

    13F-HR 0001398344-24-009672 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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