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Disclosery

5T Wealth, LLC: AGG position timeline

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

5T Wealth, LLC held 44,979 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,979 shares
    Change vs previous 13F +43 shares

    1.66% of the 13F portfolio, value $4,451,995.

    13F-HR 0002085853-26-000788 filed by 5T 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 44,936 shares
    Change vs previous 13F +2,571 shares

    1.76% of the 13F portfolio, value $4,460,806.

    13F-HR 0002085853-26-000367 filed by 5T 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 42,365 shares
    Change vs previous 13F +3,028 shares

    1.69% of the 13F portfolio, value $4,231,966.

    13F-HR 0002085853-26-000094 filed by 5T 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 39,337 shares
    Change vs previous 13F +1,553 shares

    1.72% of the 13F portfolio, value $3,943,496.

    13F-HR 0002085853-25-000115 filed by 5T 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 37,784 shares
    Change vs previous 13F +15,778 shares

    1.91% of the 13F portfolio, value $3,748,131.

    13F-HR 0001667731-25-001046 filed by 5T 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 22,006 shares
    Change vs previous 13F -705 shares

    1.24% of the 13F portfolio, value $2,176,811.

    13F-HR 0001667731-25-000485 filed by 5T 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 22,711 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,200,664.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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