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ZACKS INVESTMENT MANAGEMENT: AGG position timeline

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

ZACKS INVESTMENT MANAGEMENT held 780,181 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 780,181 shares
    Change vs previous 13F +27,861 shares

    0.55% of the 13F portfolio, value $77,222,428.

    13F-HR 0001172661-26-003391 filed by ZACKS 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 752,320 shares
    Change vs previous 13F +14,367 shares

    0.6% of the 13F portfolio, value $74,682,734.

    13F-HR 0001172661-26-001904 filed by ZACKS 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 737,953 shares
    Change vs previous 13F -23,247 shares

    0.58% of the 13F portfolio, value $73,706,752.

    13F-HR 0001172661-26-000942 filed by ZACKS 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 761,200 shares
    Change vs previous 13F -567 shares

    0.61% of the 13F portfolio, value $76,310,152.

    13F-HR 0001172661-25-005127 filed by ZACKS 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 761,767 shares
    Change vs previous 13F -18,195 shares

    0.65% of the 13F portfolio, value $75,567,179.

    13F-HR 0001172661-25-003061 filed by ZACKS 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 779,962 shares
    Change vs previous 13F +72,844 shares

    0.72% of the 13F portfolio, value $77,153,759.

    13F-HR 0001172661-25-001873 filed by ZACKS 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 707,118 shares
    Change vs previous 13F -65,502 shares

    0.63% of the 13F portfolio, value $68,519,921.

    13F-HR 0001172661-25-000838 filed by ZACKS 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 772,620 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $78,243,209.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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