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Disclosery

ARBOR TRUST WEALTH ADVISORS, LLC: AGG position timeline

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

ARBOR TRUST WEALTH ADVISORS, LLC held 55,170 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,170 shares
    Change vs previous 13F +3,951 shares

    2.2% of the 13F portfolio, value $5,460,734.

    13F-HR 0001951757-26-001106 filed by ARBOR TRUST 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 51,219 shares
    Change vs previous 13F +4,567 shares

    2.23% of the 13F portfolio, value $5,084,523.

    13F-HR 0001951757-26-000758 filed by ARBOR TRUST 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 46,652 shares
    Change vs previous 13F +3,102 shares

    2.04% of the 13F portfolio, value $4,659,570.

    13F-HR 0001951757-26-000372 filed by ARBOR TRUST 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 43,550 shares
    Change vs previous 13F +2,665 shares

    1.97% of the 13F portfolio, value $4,365,843.

    13F-HR 0001951757-25-001360 filed by ARBOR TRUST 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 40,885 shares
    Change vs previous 13F -12,803 shares

    1.98% of the 13F portfolio, value $4,055,803.

    13F-HR 0001951757-25-001049 filed by ARBOR TRUST 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 53,688 shares
    Change vs previous 13F +2,537 shares

    2.49% of the 13F portfolio, value $5,310,835.

    13F-HR 0001951757-25-000464 filed by ARBOR TRUST 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 51,151 shares
    Change vs previous 13F +11,282 shares

    2.32% of the 13F portfolio, value $4,956,505.

    13F-HR 0001951757-25-000048 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 39,869 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $3,870,040.

    13F-HR 0001951757-24-001096 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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