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Disclosery

9258 Wealth Management, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on AGG, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 133,014 AGG shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 133,014 shares
    Change vs previous 13F -6,336 shares

    1.99% of the 13F portfolio, value $13,470,309.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 139,350 shares
    Change vs previous 13F -15,052 shares

    2.08% of the 13F portfolio, value $13,526,720.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 154,402 shares
    Change vs previous 13F +1,033 shares

    2.36% of the 13F portfolio, value $15,122,107.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F/A 153,369 shares
    Change vs previous 13F +6,379 shares

    2.68% of the 13F portfolio, value $15,221,825.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 146,990 shares
    Change vs previous 13F -2,115 shares

    2.69% of the 13F portfolio, value $13,822,928.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 149,105 shares
    Change vs previous 13F +17,288 shares

    2.75% of the 13F portfolio, value $14,604,879.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 131,817 shares
    Change vs previous 13F +7,699 shares

    2.65% of the 13F portfolio, value $13,134,250.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 124,118 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $12,038,183.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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