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Disclosery

4WEALTH ADVISORS, INC.: AGG position timeline

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

4WEALTH ADVISORS, INC. held 3,642 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,642 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $344,533.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,642 shares
    Change vs previous 13F -209 shares

    0.28% of the 13F portfolio, value $361,906.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,851 shares
    Change vs previous 13F -28 shares

    0.33% of the 13F portfolio, value $381,403.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,879 shares
    Change vs previous 13F -20 shares

    0.34% of the 13F portfolio, value $387,435.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,899 shares
    Change vs previous 13F -104 shares

    0.36% of the 13F portfolio, value $390,875.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,003 shares
    Change vs previous 13F -10 shares

    0.41% of the 13F portfolio, value $397,098.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,013 shares
    Change vs previous 13F -12,349 shares

    0.44% of the 13F portfolio, value $396,966.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,362 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $1,585,478.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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