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Stewardship Advisors, LLC: AGG position timeline

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

Stewardship Advisors, LLC held 7,575 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,575 shares
    Change vs previous 13F -20,255 shares

    0.16% of the 13F portfolio, value $749,810.

    13F-HR 0001733219-26-000004 filed by Stewardship Advisors, 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 27,830 shares
    Change vs previous 13F -8,747 shares

    0.63% of the 13F portfolio, value $2,762,721.

    13F-HR 0001733219-26-000003 filed by Stewardship Advisors, 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 36,577 shares
    Change vs previous 13F +10,005 shares

    0.84% of the 13F portfolio, value $3,653,292.

    13F-HR 0001733219-26-000001 filed by Stewardship Advisors, 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 26,572 shares
    Change vs previous 13F +1,487 shares

    0.63% of the 13F portfolio, value $2,663,863.

    13F-HR 0001733219-25-000006 filed by Stewardship Advisors, 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 25,085 shares
    Change vs previous 13F -58 shares

    0.63% of the 13F portfolio, value $2,488,397.

    13F-HR 0001733219-25-000004 filed by Stewardship Advisors, 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 25,143 shares
    Change vs previous 13F +8,811 shares

    0.67% of the 13F portfolio, value $2,487,117.

    13F-HR 0001733219-25-000003 filed by Stewardship Advisors, 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 16,332 shares
    Change vs previous 13F +2,991 shares

    0.44% of the 13F portfolio, value $1,582,588.

    13F-HR 0001733219-25-000001 filed by Stewardship Advisors, 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 13,341 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,351,025.

    13F-HR 0001733219-24-000004 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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