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Diversify Advisory Services, LLC: AGG position timeline

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

Diversify Advisory Services, LLC held 313,222 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,222 shares
    Change vs previous 13F +146,890 shares

    0.26% of the 13F portfolio, value $30,598,676.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 156,611 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 156,611 shares

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

  2. period ended2026-03-31
    13F 166,332 shares
    Change vs previous 13F +6,687 shares

    0.29% of the 13F portfolio, value $16,460,233.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 166,332 shares

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

  3. period ended2025-12-31
    13F 159,645 shares
    Change vs previous 13F +114,971 shares

    0.3% of the 13F portfolio, value $15,975,114.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 141,975 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,670 shares

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

  4. period ended2025-09-30
    13F 44,674 shares
    Change vs previous 13F +18,425 shares

    0.15% of the 13F portfolio, value $4,471,467.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, 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 26,249 shares
    Change vs previous 13F -11,027 shares

    0.1% of the 13F portfolio, value $2,598,893.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 37,276 shares
    Change vs previous 13F +29,109 shares

    0.23% of the 13F portfolio, value $3,694,454.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, 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 8,167 shares
    Change vs previous 13F -21,782 shares

    0.04% of the 13F portfolio, value $783,524.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, 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 29,949 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,960,428.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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