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Steward Partners Investment Advisory, LLC: AGG position timeline

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

Steward Partners Investment Advisory, LLC held 2,524,310 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 2,524,310 shares
    Change vs previous 13F -1,226,820 shares

    1.28% of the 13F portfolio, value $249,856,211.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 3,751,130 shares
    Change vs previous 13F -230,418 shares

    1.9% of the 13F portfolio, value $372,374,582.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 3,981,548 shares
    Change vs previous 13F +312,694 shares

    2.18% of the 13F portfolio, value $397,676,936.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 3,668,854 shares
    Change vs previous 13F +2,430,946 shares

    2.11% of the 13F portfolio, value $367,802,547.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 1,237,908 shares
    Change vs previous 13F +93,659 shares

    0.96% of the 13F portfolio, value $122,800,393.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 1,144,249 shares
    Change vs previous 13F +70,882 shares

    1% of the 13F portfolio, value $113,189,092.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 1,073,367 shares
    Change vs previous 13F +71,459 shares

    0.92% of the 13F portfolio, value $104,009,233.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 1,001,908 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $101,463,195.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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