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Savvy Advisors, Inc.: AGG position timeline

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

Savvy Advisors, Inc. held 719,535 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 719,535 shares
    Change vs previous 13F +43,832 shares

    1.52% of the 13F portfolio, value $71,219,570.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 675,703 shares
    Change vs previous 13F +98,220 shares

    1.8% of the 13F portfolio, value $67,077,024.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 577,483 shares
    Change vs previous 13F +107,820 shares

    1.86% of the 13F portfolio, value $57,679,039.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 469,663 shares
    Change vs previous 13F +158,021 shares

    2.16% of the 13F portfolio, value $47,083,737.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 311,642 shares
    Change vs previous 13F +261,662 shares

    2.06% of the 13F portfolio, value $30,914,910.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 49,980 shares
    Change vs previous 13F +7,492 shares

    0.5% of the 13F portfolio, value $4,944,043.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 42,488 shares
    Change vs previous 13F +8,045 shares

    0.5% of the 13F portfolio, value $4,117,061.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 34,443 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,488,038.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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