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Vestmark Advisory Solutions, Inc.: AGGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on AGGY, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 158,989 AGGY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,989 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $6,912,842.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 158,989 shares
    Change vs previous 13F +10,525 shares

    0.08% of the 13F portfolio, value $6,908,072.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 148,464 shares
    Change vs previous 13F +7,939 shares

    0.09% of the 13F portfolio, value $6,539,825.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 140,525 shares
    Change vs previous 13F -88,611 shares

    0.12% of the 13F portfolio, value $6,221,042.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 229,136 shares
    Change vs previous 13F +137,430 shares

    0.14% of the 13F portfolio, value $9,997,204.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 91,706 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,982,792.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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