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Disclosery

Sovran Advisors, LLC: AGG position timeline

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

Sovran Advisors, LLC held 81,393 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,393 shares
    Change vs previous 13F +2,954 shares

    0.59% of the 13F portfolio, value $7,970,029.

    13F-HR 0002051471-26-000004 filed by Sovran 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 78,439 shares
    Change vs previous 13F +3,543 shares

    0.61% of the 13F portfolio, value $7,773,298.

    13F-HR 0002051471-26-000003 filed by Sovran 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 74,896 shares
    Change vs previous 13F +9,702 shares

    0.64% of the 13F portfolio, value $7,506,063.

    13F-HR 0002051471-26-000001 filed by Sovran 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 65,194 shares
    Change vs previous 13F +30,270 shares

    0.58% of the 13F portfolio, value $6,558,474.

    13F-HR 0002051471-25-000007 filed by Sovran 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 34,924 shares
    Change vs previous 13F +24,533 shares

    0.36% of the 13F portfolio, value $3,425,374.

    13F-HR 0002051471-25-000004 filed by Sovran 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 10,391 shares
    Change vs previous 13F -1,667 shares

    0.13% of the 13F portfolio, value $1,016,967.

    13F-HR 0002051471-25-000003 filed by Sovran 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 12,058 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,156,127.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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