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Disclosery

Abound Wealth Management: AGG position timeline

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

Abound Wealth Management held 510,029 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 510,029 shares
    Change vs previous 13F +29,191 shares

    10.02% of the 13F portfolio, value $50,482,708.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 480,838 shares
    Change vs previous 13F +26,906 shares

    10.85% of the 13F portfolio, value $47,732,765.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 453,932 shares
    Change vs previous 13F +33,267 shares

    10.62% of the 13F portfolio, value $45,338,712.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 420,665 shares
    Change vs previous 13F +15,038 shares

    10.56% of the 13F portfolio, value $42,171,713.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 405,627 shares
    Change vs previous 13F +16,839 shares

    11.37% of the 13F portfolio, value $40,238,192.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 388,788 shares
    Change vs previous 13F +23,289 shares

    12.84% of the 13F portfolio, value $38,458,868.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 365,499 shares
    Change vs previous 13F +25,670 shares

    11.36% of the 13F portfolio, value $35,416,818.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 339,829 shares
    Change vs previous 13F not available

    11.43% of the 13F portfolio, value $34,414,492.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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