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Sand Hill Global Advisors, LLC: AGG position timeline

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

Sand Hill Global Advisors, LLC held 722,961 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 722,961 shares
    Change vs previous 13F +62,150 shares

    2.15% of the 13F portfolio, value $71,558,672.

    13F-HR 0001580642-26-005119 filed by Sand Hill Global 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 660,811 shares
    Change vs previous 13F -45,328 shares

    2.21% of the 13F portfolio, value $65,598,721.

    13F-HR 0001580642-26-003176 filed by Sand Hill Global 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 706,139 shares
    Change vs previous 13F +39,073 shares

    2.46% of the 13F portfolio, value $70,529,122.

    13F-HR 0001580642-26-001025 filed by Sand Hill Global 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 667,066 shares
    Change vs previous 13F +19,810 shares

    2.35% of the 13F portfolio, value $66,873,394.

    13F-HR 0001580642-25-007219 filed by Sand Hill Global 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 647,256 shares
    Change vs previous 13F +14,986 shares

    2.38% of the 13F portfolio, value $64,207,767.

    13F-HR 0001580642-25-005122 filed by Sand Hill Global 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 632,270 shares
    Change vs previous 13F -28,049 shares

    2.58% of the 13F portfolio, value $62,544,173.

    13F-HR 0001580642-25-003091 filed by Sand Hill Global 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 660,319 shares
    Change vs previous 13F +56,233 shares

    2.71% of the 13F portfolio, value $63,984,868.

    13F-HR 0001580642-25-000976 filed by Sand Hill Global 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 604,086 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $61,175,742.

    13F-HR 0001580642-24-006890 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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