Steward Partners Investment Advisory, LLC
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1723397
STAMFORD, CT
Position in AGGH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$19,393
-$252,832 QoQ
Shares Held
953
-92.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGH Over Time
Shares Held
Position Value (USD)
All Filings in AGGH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,393 | 953 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $272,225 | 13,151 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $879,077 | 42,447 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $975,756 | 47,275 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $992,971 | 46,949 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $944,977 | 45,806 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $471,020 | 21,696 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||