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Stephens Consulting, LLC: AGG position timeline

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

Stephens Consulting, LLC held 1,288 AGG shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,288 shares
    Change vs previous 13F +111 shares

    0.04% of the 13F portfolio, value $128,602.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,177 shares
    Change vs previous 13F -9,332 shares

    0.04% of the 13F portfolio, value $118,028.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 10,509 shares
    Change vs previous 13F -1,511 shares

    0.25% of the 13F portfolio, value $1,042,475.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 12,020 shares
    Change vs previous 13F +193 shares

    0.3% of the 13F portfolio, value $1,189,055.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 11,827 shares
    Change vs previous 13F +567 shares

    0.29% of the 13F portfolio, value $1,146,067.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 11,260 shares
    Change vs previous 13F +3 shares

    0.29% of the 13F portfolio, value $1,140,277.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 11,257 shares
    Change vs previous 13F +1,101 shares

    0.31% of the 13F portfolio, value $1,092,737.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 10,156 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $994,655.

    13F-HR 0001961632-24-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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