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AGH Wealth Advisors, LLC: MCK position timeline

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

AGH Wealth Advisors, LLC held 367 MCK 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 367 shares
    Change vs previous 13F -23 shares

    0.17% of the 13F portfolio, value $277,306.

    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 390 shares
    Change vs previous 13F -1 shares

    0.25% of the 13F portfolio, value $337,488.

    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 391 shares
    Change vs previous 13F -57 shares

    0.24% of the 13F portfolio, value $320,735.

    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 448 shares
    Change vs previous 13F -56 shares

    0.25% of the 13F portfolio, value $346,097.

    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 504 shares
    Change vs previous 13F -15 shares

    0.3% of the 13F portfolio, value $369,322.

    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 519 shares
    Change vs previous 13F -24 shares

    0.34% of the 13F portfolio, value $349,284.

    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 543 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $309,462.

    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).