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Sincerus Advisory, LLC: AGG position timeline

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

Sincerus Advisory, LLC held 59,978 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,978 shares
    Change vs previous 13F +3,889 shares

    3.7% of the 13F portfolio, value $5,670,282.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,089 shares
    Change vs previous 13F +7,219 shares

    3.77% of the 13F portfolio, value $5,551,664.

    13F-HR 0002050968-26-000003 filed by Sincerus 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 ended2026-03-31
    13F 48,870 shares
    Change vs previous 13F +10,431 shares

    3.68% of the 13F portfolio, value $4,851,337.

    13F-HR 0002050968-26-000002 filed by Sincerus 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 ended2025-12-31
    13F 38,439 shares
    Change vs previous 13F +2,533 shares

    3.09% of the 13F portfolio, value $3,839,318.

    13F-HR 0002050968-26-000001 filed by Sincerus 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 ended2025-09-30
    13F 35,906 shares
    Change vs previous 13F +4,097 shares

    3.08% of the 13F portfolio, value $3,599,593.

    13F-HR 0002050968-25-000002 filed by Sincerus 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 ended2025-06-30
    13F 31,809 shares
    Change vs previous 13F +1,052 shares

    2.94% of the 13F portfolio, value $3,131,619.

    13F-HR 0001754960-25-000484 filed by Sincerus 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 ended2025-03-31
    13F 30,757 shares
    Change vs previous 13F +701 shares

    3.21% of the 13F portfolio, value $3,042,434.

    13F-HR 0001754960-25-000228 filed by Sincerus 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 ended2024-12-31
    13F 30,056 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $2,912,446.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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