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Aletheian Wealth Advisors LLC: AGG position timeline

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

Aletheian Wealth Advisors LLC held 27,694 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,694 shares
    Change vs previous 13F +245 shares

    1.05% of the 13F portfolio, value $2,618,188.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,449 shares
    Change vs previous 13F -1,339 shares

    1.16% of the 13F portfolio, value $2,716,899.

    13F-HR 0002085853-26-000663 filed by Aletheian 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 ended2026-03-31
    13F 28,788 shares
    Change vs previous 13F -3,638 shares

    1.39% of the 13F portfolio, value $2,857,781.

    13F-HR 0002085853-26-000305 filed by Aletheian 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 32,426 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $3,250,728.

    13F-HR 0002085853-25-000252 filed by Aletheian 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 32,426 shares
    Change vs previous 13F -156 shares

    1.58% of the 13F portfolio, value $3,216,681.

    13F-HR 0001667731-25-000729 filed by Aletheian 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 32,582 shares
    Change vs previous 13F -280 shares

    1.81% of the 13F portfolio, value $3,223,033.

    13F-HR 0001667731-25-000380 filed by Aletheian 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 32,862 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,184,349.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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