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Sunesis Advisors, LLC: AGG position timeline

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

Sunesis Advisors, LLC held 201,340 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,340 shares
    Change vs previous 13F -3,614 shares

    8.24% of the 13F portfolio, value $19,928,604.

    13F-HR 0001748269-26-000008 filed by Sunesis 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 204,954 shares
    Change vs previous 13F +22,251 shares

    9.2% of the 13F portfolio, value $20,345,790.

    13F-HR 0001748269-26-000004 filed by Sunesis 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 182,703 shares
    Change vs previous 13F +18,345 shares

    8.26% of the 13F portfolio, value $18,248,418.

    13F-HR 0001748269-26-000002 filed by Sunesis 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 164,358 shares
    Change vs previous 13F +14,932 shares

    7.7% of the 13F portfolio, value $16,476,845.

    13F-HR 0001748269-25-000004 filed by Sunesis 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 ended2025-03-31
    13F 149,426 shares
    Change vs previous 13F -459 shares

    8.02% of the 13F portfolio, value $14,781,219.

    13F-HR 0001085146-25-002233 filed by Sunesis 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 ended2024-12-31
    13F 149,885 shares
    Change vs previous 13F +9,800 shares

    8.83% of the 13F portfolio, value $14,523,821.

    13F-HR 0001085146-25-000468 filed by Sunesis 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 ended2024-09-30
    13F 140,085 shares
    Change vs previous 13F not available

    8.55% of the 13F portfolio, value $14,186,375.

    13F-HR 0001085146-24-005205 filed by Sunesis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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