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WRAPMANAGER INC: AGG position timeline

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

WRAPMANAGER INC held 223,892 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 223,892 shares
    Change vs previous 13F +3,306 shares

    6.93% of the 13F portfolio, value $22,160,830.

    13F-HR 0001266014-26-000003 filed by WRAPMANAGER 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 220,586 shares
    Change vs previous 13F +8,374 shares

    7.61% of the 13F portfolio, value $21,897,572.

    13F-HR 0001266014-26-000002 filed by WRAPMANAGER 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 212,212 shares
    Change vs previous 13F -5,059 shares

    7.17% of the 13F portfolio, value $21,195,735.

    13F-HR 0001266014-26-000001 filed by WRAPMANAGER 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 217,271 shares
    Change vs previous 13F -46,719 shares

    6.7% of the 13F portfolio, value $21,781,418.

    13F-HR 0001266014-25-000002 filed by WRAPMANAGER 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 263,990 shares
    Change vs previous 13F +23,934 shares

    6.38% of the 13F portfolio, value $26,187,808.

    13F-HR 0001085146-25-004731 filed by WRAPMANAGER 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 240,056 shares
    Change vs previous 13F +33,034 shares

    6.24% of the 13F portfolio, value $23,746,340.

    13F-HR 0001085146-25-002783 filed by WRAPMANAGER 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 207,022 shares
    Change vs previous 13F +8,222 shares

    5.13% of the 13F portfolio, value $20,060,432.

    13F-HR 0001085146-25-000753 filed by WRAPMANAGER 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 198,800 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $20,132,476.

    13F-HR 0001085146-24-005425 filed by WRAPMANAGER INC
    Filed (acceptance time not in the bulk data set), ingested

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