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Disclosery

WealthNavi Inc.: AGG position timeline

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

WealthNavi Inc. held 11,751,184 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,751,184 shares
    Change vs previous 13F +237,832 shares

    9.11% of the 13F portfolio, value $1,163,132,000.

    13F-HR 0001104659-26-086034 filed by WealthNavi 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 11,513,352 shares
    Change vs previous 13F +354,238 shares

    9.91% of the 13F portfolio, value $1,142,930,000.

    13F-HR 0001104659-26-045706 filed by WealthNavi 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 11,159,114 shares
    Change vs previous 13F +747,366 shares

    9.85% of the 13F portfolio, value $1,114,572,000.

    13F-HR 0001104659-26-003858 filed by WealthNavi 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 10,411,748 shares
    Change vs previous 13F +398,378 shares

    9.67% of the 13F portfolio, value $1,043,778,000.

    13F-HR 0001104659-25-099545 filed by WealthNavi 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 10,013,370 shares
    Change vs previous 13F -328,322 shares

    10% of the 13F portfolio, value $993,326,000.

    13F-HR 0001104659-25-068814 filed by WealthNavi 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 10,341,692 shares
    Change vs previous 13F +271,055 shares

    11.38% of the 13F portfolio, value $1,023,000,000.

    13F-HR 0001104659-25-034358 filed by WealthNavi Inc.
    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 10,070,637 shares
    Change vs previous 13F +207,960 shares

    11.34% of the 13F portfolio, value $975,845,000.

    13F-HR 0001104659-25-010100 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,862,677 shares
    Change vs previous 13F not available

    11.43% of the 13F portfolio, value $998,793,000.

    13F-HR 0001104659-24-110709 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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