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Twele Capital Management, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Twele Capital Management, Inc. on AGG, newest first. How the timeline and the estimate are built.

Twele Capital Management, Inc. held 539,155 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 539,155 shares
    Change vs previous 13F +23,595 shares

    8.43% of the 13F portfolio, value $50,971,714.

    13F-HR 0001411268-26-000006 filed by Twele Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 515,560 shares
    Change vs previous 13F +40,233 shares

    8.33% of the 13F portfolio, value $51,030,129.

    13F-HR 0001411268-26-000004 filed by Twele Capital Management, Inc.
    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 475,327 shares
    Change vs previous 13F +5,754 shares

    8.41% of the 13F portfolio, value $47,185,712.

    13F-HR 0001411268-26-000003 filed by Twele Capital Management, Inc.
    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 469,573 shares
    Change vs previous 13F +21,930 shares

    8.38% of the 13F portfolio, value $46,900,952.

    13F-HR 0001411268-26-000002 filed by Twele Capital Management, Inc.
    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 447,643 shares
    Change vs previous 13F +31,490 shares

    8.28% of the 13F portfolio, value $44,876,211.

    13F-HR 0001411268-25-000009 filed by Twele Capital Management, Inc.
    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 416,153 shares
    Change vs previous 13F +20,642 shares

    8.19% of the 13F portfolio, value $41,282,378.

    13F-HR 0001411268-25-000006 filed by Twele Capital Management, Inc.
    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 395,511 shares
    Change vs previous 13F -11,111 shares

    8.3% of the 13F portfolio, value $39,123,949.

    13F-HR 0001411268-25-000004 filed by Twele Capital Management, Inc.
    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 406,622 shares
    Change vs previous 13F not available

    8.35% of the 13F portfolio, value $39,401,672.

    13F-HR 0001411268-25-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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