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AGH Wealth Advisors, LLC: JBND position timeline

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

AGH Wealth Advisors, LLC held 177,406 JBND shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,406 shares
    Change vs previous 13F +11,574 shares

    5.99% of the 13F portfolio, value $9,491,952.

    13F-HR 0002061010-26-000003 filed by AGH Wealth Advisors, 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 165,832 shares
    Change vs previous 13F +47,895 shares

    6.56% of the 13F portfolio, value $8,917,381.

    13F-HR 0002061010-26-000002 filed by AGH Wealth Advisors, 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 117,937 shares
    Change vs previous 13F +1,298 shares

    4.79% of the 13F portfolio, value $6,377,480.

    13F-HR 0002061010-26-000001 filed by AGH Wealth Advisors, 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 116,639 shares
    Change vs previous 13F -2,158 shares

    4.63% of the 13F portfolio, value $6,317,807.

    13F-HR 0002061010-25-000002 filed by AGH Wealth Advisors, 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 118,797 shares
    Change vs previous 13F +5,594 shares

    5.25% of the 13F portfolio, value $6,367,156.

    13F-HR 0001085146-25-004521 filed by AGH Wealth Advisors, 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 113,203 shares
    Change vs previous 13F -24,134 shares

    5.85% of the 13F portfolio, value $6,059,409.

    13F-HR 0001085146-25-002056 filed by AGH Wealth Advisors, 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 137,337 shares
    Change vs previous 13F not available

    6.65% of the 13F portfolio, value $7,175,898.

    13F-HR 0001085146-25-001890 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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