Skip to content
Disclosery

Sovereign Investment Advisors, LLC: AGG position timeline

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

Sovereign Investment Advisors, LLC held 70,318 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,318 shares
    Change vs previous 13F +700 shares

    1.31% of the 13F portfolio, value $6,960,104.

    13F-HR 0001908165-26-000009 filed by Sovereign Investment 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 69,618 shares
    Change vs previous 13F +910 shares

    1.46% of the 13F portfolio, value $6,911,004.

    13F-HR 0001908165-26-000005 filed by Sovereign Investment 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 68,708 shares
    Change vs previous 13F +424 shares

    1.72% of the 13F portfolio, value $6,862,602.

    13F-HR 0001908165-26-000002 filed by Sovereign Investment 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 68,284 shares
    Change vs previous 13F +664 shares

    1.87% of the 13F portfolio, value $6,845,449.

    13F-HR 0001908165-25-000018 filed by Sovereign Investment 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 67,620 shares
    Change vs previous 13F +3,096 shares

    1.84% of the 13F portfolio, value $6,707,948.

    13F-HR 0001908165-25-000014 filed by Sovereign Investment 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 64,524 shares
    Change vs previous 13F -2,018 shares

    2.2% of the 13F portfolio, value $6,319,515.

    13F-HR 0001908165-25-000012 filed by Sovereign Investment 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 66,542 shares
    Change vs previous 13F +831 shares

    1.92% of the 13F portfolio, value $6,447,882.

    13F-HR 0001581794-25-000004 filed by Sovereign Investment 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 65,711 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $6,654,573.

    13F-HR 0001908165-24-000012 filed by Sovereign Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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