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ACIMA PRIVATE WEALTH, LLC: AGG position timeline

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

ACIMA PRIVATE WEALTH, LLC held 103,603 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 103,603 shares
    Change vs previous 13F -391 shares

    2.84% of the 13F portfolio, value $9,794,629.

    13F-HR 0001761961-26-000005 filed by ACIMA PRIVATE WEALTH, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 103,994 shares
    Change vs previous 13F +2,873 shares

    2.99% of the 13F portfolio, value $10,293,306.

    13F-HR 0001761961-26-000004 filed by ACIMA PRIVATE 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 ended2026-03-31
    13F 101,121 shares
    Change vs previous 13F +1,744 shares

    3.15% of the 13F portfolio, value $10,038,324.

    13F-HR 0001761961-26-000003 filed by ACIMA PRIVATE 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 ended2025-12-31
    13F 99,377 shares
    Change vs previous 13F +20,817 shares

    3.08% of the 13F portfolio, value $9,925,818.

    13F-HR 0001761961-26-000001 filed by ACIMA PRIVATE 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 ended2025-09-30
    13F 78,560 shares
    Change vs previous 13F +10,653 shares

    2.47% of the 13F portfolio, value $7,875,688.

    13F-HR 0001761961-25-000006 filed by ACIMA PRIVATE 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 ended2025-06-30
    13F 67,907 shares
    Change vs previous 13F -8,065 shares

    2.3% of the 13F portfolio, value $6,736,416.

    13F-HR 0001761961-25-000003 filed by ACIMA PRIVATE 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 ended2025-03-31
    13F 75,972 shares
    Change vs previous 13F -214 shares

    2.7% of the 13F portfolio, value $7,515,167.

    13F-HR 0001761961-25-000002 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 76,186 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $7,382,418.

    13F-HR 0001761961-25-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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