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Successful Portfolios LLC: AGG position timeline

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

Successful Portfolios LLC held 10,919 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,919 shares
    Change vs previous 13F +731 shares

    0.47% of the 13F portfolio, value $1,027,850.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,188 shares
    Change vs previous 13F +1,420 shares

    0.47% of the 13F portfolio, value $999,435.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,768 shares
    Change vs previous 13F +1,544 shares

    0.48% of the 13F portfolio, value $869,983.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,224 shares
    Change vs previous 13F +31 shares

    0.37% of the 13F portfolio, value $723,590.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,193 shares
    Change vs previous 13F -249 shares

    0.42% of the 13F portfolio, value $721,055.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,442 shares
    Change vs previous 13F -92 shares

    0.45% of the 13F portfolio, value $738,246.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,534 shares
    Change vs previous 13F -161 shares

    0.51% of the 13F portfolio, value $745,306.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,695 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $745,652.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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