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Disclosery

Sage Mountain Advisors LLC: AGG position timeline

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

Sage Mountain Advisors LLC held 12,326 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,326 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $1,220,027.

    13F-HR 0001398344-26-013547 filed by Sage Mountain 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 ended2026-03-31
    13F 12,325 shares
    Change vs previous 13F +648 shares

    0.09% of the 13F portfolio, value $1,223,503.

    13F-HR 0001398344-26-008901 filed by Sage Mountain 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 ended2025-12-31
    13F 11,677 shares
    Change vs previous 13F +435 shares

    0.06% of the 13F portfolio, value $1,166,299.

    13F-HR 0001398344-26-001120 filed by Sage Mountain 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 ended2025-09-30
    13F 11,242 shares
    Change vs previous 13F -2,156 shares

    0.06% of the 13F portfolio, value $1,127,011.

    13F-HR 0001398344-25-019993 filed by Sage Mountain 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 ended2025-06-30
    13F 13,398 shares
    Change vs previous 13F -1,256 shares

    0.09% of the 13F portfolio, value $1,329,082.

    13F-HR 0001398344-25-014219 filed by Sage Mountain 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 ended2025-03-31
    13F 14,654 shares
    Change vs previous 13F +1,341 shares

    0.11% of the 13F portfolio, value $1,449,574.

    13F-HR 0001398344-25-008521 filed by Sage Mountain 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 ended2024-12-31
    13F 13,313 shares
    Change vs previous 13F +3,760 shares

    0.09% of the 13F portfolio, value $1,290,030.

    13F-HR 0001398344-25-002201 filed by Sage Mountain 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 ended2024-09-30
    13F 9,553 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $967,432.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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