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Stamos Capital Partners, L.P.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on AGG, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 216,193 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,193 shares
    Change vs previous 13F -709,892 shares

    3.28% of the 13F portfolio, value $21,398,783.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 926,085 shares
    Change vs previous 13F +15,853 shares

    14.37% of the 13F portfolio, value $91,932,458.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 910,232 shares
    Change vs previous 13F +18,357 shares

    14.61% of the 13F portfolio, value $90,913,972.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 891,875 shares
    Change vs previous 13F +407,443 shares

    16.87% of the 13F portfolio, value $89,410,469.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 484,432 shares
    Change vs previous 13F -173,991 shares

    8.62% of the 13F portfolio, value $48,055,654.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 658,423 shares
    Change vs previous 13F +43,273 shares

    17.04% of the 13F portfolio, value $65,131,203.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 615,150 shares
    Change vs previous 13F -68,720 shares

    13.99% of the 13F portfolio, value $59,608,035.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 683,870 shares
    Change vs previous 13F not available

    16.3% of the 13F portfolio, value $69,255,515.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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