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Disclosery

VICUS CAPITAL: AGG position timeline

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

VICUS CAPITAL held 374,512 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,512 shares
    Change vs previous 13F -16,293 shares

    2.39% of the 13F portfolio, value $37,069,222.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 390,805 shares
    Change vs previous 13F +2,834 shares

    2.85% of the 13F portfolio, value $38,795,203.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 387,971 shares
    Change vs previous 13F -18,425 shares

    2.91% of the 13F portfolio, value $38,750,524.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 406,396 shares
    Change vs previous 13F -16,959 shares

    3.11% of the 13F portfolio, value $40,741,151.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 423,355 shares
    Change vs previous 13F +5,586 shares

    3.49% of the 13F portfolio, value $41,996,853.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 417,769 shares
    Change vs previous 13F -2,559 shares

    3.85% of the 13F portfolio, value $41,325,708.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    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 420,328 shares
    Change vs previous 13F +17,519 shares

    3.62% of the 13F portfolio, value $40,729,781.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    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 402,809 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $40,792,426.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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