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Accurate Wealth Management, LLC: AGG position timeline

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

Accurate Wealth Management, LLC held 113,261 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,261 shares
    Change vs previous 13F +20,381 shares

    1.06% of the 13F portfolio, value $11,108,663.

    13F-HR 0001754960-26-000528 filed by Accurate 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 ended2026-03-31
    13F 92,880 shares
    Change vs previous 13F +8,747 shares

    1.11% of the 13F portfolio, value $9,224,984.

    13F-HR 0001754960-26-000311 filed by Accurate 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 ended2025-12-31
    13F 84,133 shares
    Change vs previous 13F +4,710 shares

    1.07% of the 13F portfolio, value $8,426,567.

    13F-HR 0001754960-26-000054 filed by Accurate 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 ended2025-09-30
    13F 79,423 shares
    Change vs previous 13F +10,619 shares

    1.07% of the 13F portfolio, value $8,004,230.

    13F-HR 0001754960-25-000687 filed by Accurate 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 ended2025-06-30
    13F 68,804 shares
    Change vs previous 13F +2,769 shares

    1.04% of the 13F portfolio, value $6,774,444.

    13F-HR 0001754960-25-000384 filed by Accurate 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 ended2025-03-31
    13F 66,035 shares
    Change vs previous 13F +2,716 shares

    1.22% of the 13F portfolio, value $6,408,061.

    13F-HR 0001754960-25-000190 filed by Accurate 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 ended2024-12-31
    13F 63,319 shares
    Change vs previous 13F +11,413 shares

    1.17% of the 13F portfolio, value $6,074,963.

    13F-HR 0001754960-25-000019 filed by Accurate 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 ended2024-09-30
    13F 51,906 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $5,180,462.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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