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Ariadne Wealth Management, LP: AGG position timeline

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

Ariadne Wealth Management, LP held 12,883 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,883 shares
    Change vs previous 13F -115 shares

    0.56% of the 13F portfolio, value $1,275,203.

    13F-HR 0002034793-26-000003 filed by Ariadne Wealth Management, LP
    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 12,998 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,290,321.

    13F-HR 0002034793-26-000002 filed by Ariadne Wealth Management, LP
    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 12,998 shares
    Change vs previous 13F +18 shares

    0.54% of the 13F portfolio, value $1,308,507.

    13F-HR 0002034793-26-000001 filed by Ariadne Wealth Management, LP
    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 12,980 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,299,585.

    13F-HR 0002034793-25-000011 filed by Ariadne Wealth Management, LP
    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 12,980 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,289,832.

    13F-HR 0002034793-25-000005 filed by Ariadne Wealth Management, LP
    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 12,980 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,268,917.

    13F-HR 0002034793-25-000002 filed by Ariadne Wealth Management, LP
    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 12,980 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,265,395.

    13F-HR 0002034793-25-000001 filed by Ariadne Wealth Management, LP
    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 12,980 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,276,282.

    13F-HR 0002034793-24-000003 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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