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ACT WEALTH MANAGEMENT, LLC: AGG position timeline

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

ACT WEALTH MANAGEMENT, LLC held 102,518 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 102,518 shares
    Change vs previous 13F +8,936 shares

    2.85% of the 13F portfolio, value $9,692,086.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 93,582 shares
    Change vs previous 13F +1,851 shares

    2.72% of the 13F portfolio, value $9,262,718.

    13F-HR 0001754960-26-000416 filed by ACT 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 ended2026-03-31
    13F 91,731 shares
    Change vs previous 13F +3,843 shares

    3.06% of the 13F portfolio, value $9,106,180.

    13F-HR 0001754960-26-000255 filed by ACT 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 ended2025-12-31
    13F 87,888 shares
    Change vs previous 13F +1,523 shares

    2.87% of the 13F portfolio, value $8,778,284.

    13F-HR 0001754960-26-000076 filed by ACT 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 ended2025-09-30
    13F 86,365 shares
    Change vs previous 13F +2,838 shares

    3.03% of the 13F portfolio, value $8,658,086.

    13F-HR 0001754960-25-000631 filed by ACT 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 ended2025-06-30
    13F 83,527 shares
    Change vs previous 13F +904 shares

    3.5% of the 13F portfolio, value $8,285,850.

    13F-HR 0001754960-25-000330 filed by ACT 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 ended2025-03-31
    13F 82,623 shares
    Change vs previous 13F -2,982 shares

    3.7% of the 13F portfolio, value $8,173,038.

    13F-HR 0001754960-25-000172 filed by ACT 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 ended2024-12-31
    13F 85,605 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $8,295,102.

    13F-HR 0001754960-25-000040 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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