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Disclosery

Arcadia Wealth Management, LLC: AGG position timeline

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

Arcadia Wealth Management, LLC held 29,921 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,921 shares
    Change vs previous 13F +1,297 shares

    0.93% of the 13F portfolio, value $2,961,587.

    13F-HR 0002085853-26-000776 filed by Arcadia Wealth Management, 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 28,624 shares
    Change vs previous 13F -19,269 shares

    1.03% of the 13F portfolio, value $2,841,465.

    13F-HR 0002085853-26-000510 filed by Arcadia 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 ended2025-12-31
    13F 47,893 shares
    Change vs previous 13F +254 shares

    1.78% of the 13F portfolio, value $4,783,509.

    13F-HR 0002085853-26-000189 filed by Arcadia 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 ended2025-09-30
    13F 47,639 shares
    Change vs previous 13F -2,119 shares

    1.89% of the 13F portfolio, value $4,775,820.

    13F-HR 0002085853-25-000253 filed by Arcadia 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 ended2025-06-30
    13F 49,758 shares
    Change vs previous 13F -106 shares

    2.16% of the 13F portfolio, value $4,935,996.

    13F-HR 0001667731-25-000873 filed by Arcadia 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 ended2025-03-31
    13F 49,864 shares
    Change vs previous 13F +49,864 shares

    2.44% of the 13F portfolio, value $4,932,526.

    13F-HR 0001667731-25-000593 filed by Arcadia 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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001964226-24-000004 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.