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Disclosery

Advisor OS, LLC: AGG position timeline

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

Advisor OS, LLC held 38,889 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 38,889 shares
    Change vs previous 13F +2,474 shares

    0.26% of the 13F portfolio, value $3,849,199.

    13F-HR 0001085146-26-000561 filed by Advisor OS, LLC
    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 36,415 shares
    Change vs previous 13F +1,900 shares

    0.26% of the 13F portfolio, value $3,614,952.

    13F-HR 0001085146-26-000400 filed by Advisor OS, LLC
    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 34,515 shares
    Change vs previous 13F -4,429 shares

    0.28% of the 13F portfolio, value $3,447,333.

    13F-HR 0001085146-26-000144 filed by Advisor OS, LLC
    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 38,944 shares
    Change vs previous 13F -6,849 shares

    0.34% of the 13F portfolio, value $3,904,161.

    13F-HR 0001085146-25-005980 filed by Advisor OS, LLC
    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 45,793 shares
    Change vs previous 13F +12,162 shares

    0.45% of the 13F portfolio, value $4,542,670.

    13F-HR 0001085146-25-005152 filed by Advisor OS, LLC
    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 33,631 shares
    Change vs previous 13F +3,900 shares

    0.38% of the 13F portfolio, value $3,326,779.

    13F-HR 0001085146-25-002654 filed by Advisor OS, LLC
    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 29,731 shares
    Change vs previous 13F +2,533 shares

    0.33% of the 13F portfolio, value $2,880,934.

    13F-HR 0001085146-25-000780 filed by Advisor OS, LLC
    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 27,198 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,754,341.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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