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Disclosery

Spectrum Investment Advisors, Inc.: AGG position timeline

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

Spectrum Investment Advisors, Inc. held 0 AGG shares at 2025-03-31 per its 13F-HR filed 2025-04-23.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,282 shares

    13F-HR 0000892712-25-000057 filed by Spectrum Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 2,282 shares
    Change vs previous 13F -46,355 shares

    0.15% of the 13F portfolio, value $221,133.

    13F-HR 0000892712-25-000015 filed by Spectrum Investment 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 ended2024-09-30
    13F 48,637 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $4,925,419.

    13F-HR 0000892712-24-000121 filed by Spectrum Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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