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Disclosery

1776 Wealth LLC: AGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on AGD, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 37,890 AGD 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 37,890 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $458,848.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth 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 37,890 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $409,212.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth 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 37,890 shares
    Change vs previous 13F -2,121 shares

    0.17% of the 13F portfolio, value $441,797.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth 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 40,011 shares
    Change vs previous 13F -13,467 shares

    0.21% of the 13F portfolio, value $532,947.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth 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 53,478 shares
    Change vs previous 13F -927 shares

    0.24% of the 13F portfolio, value $590,397.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth 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 54,405 shares
    Change vs previous 13F -2,361 shares

    0.25% of the 13F portfolio, value $541,874.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth 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 56,766 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $556,307.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth 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 56,766 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $602,855.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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