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Steward Partners Investment Advisory, LLC: AGGS position timeline

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

Steward Partners Investment Advisory, LLC held 68,980 AGGS 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 68,980 shares
    Change vs previous 13F +298 shares

    0.01% of the 13F portfolio, value $2,820,938.

    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 68,682 shares
    Change vs previous 13F +11,113 shares

    0.01% of the 13F portfolio, value $2,806,690.

    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 57,569 shares
    Change vs previous 13F -481 shares

    0.01% of the 13F portfolio, value $2,372,994.

    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 58,050 shares
    Change vs previous 13F +19,889 shares

    0.01% of the 13F portfolio, value $2,418,363.

    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 38,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,571,596.

    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).