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Disclosery

VestGen Investment Management: AGG position timeline

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

VestGen Investment Management held 9,498 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,498 shares
    Change vs previous 13F +64 shares

    0.5% of the 13F portfolio, value $940,112.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 9,434 shares
    Change vs previous 13F -3,142 shares

    0.52% of the 13F portfolio, value $936,513.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 12,576 shares
    Change vs previous 13F +4,473 shares

    0.7% of the 13F portfolio, value $1,256,091.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 8,103 shares
    Change vs previous 13F -304 shares

    0.49% of the 13F portfolio, value $812,326.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 8,407 shares
    Change vs previous 13F -4,019 shares

    0.6% of the 13F portfolio, value $833,974.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 12,426 shares
    Change vs previous 13F +889 shares

    0.93% of the 13F portfolio, value $1,229,180.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 11,537 shares
    Change vs previous 13F -373 shares

    0.31% of the 13F portfolio, value $1,117,935.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 11,910 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,206,126.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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