Astoria Strategic Wealth, Inc.: AGG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Astoria Strategic Wealth, Inc. on AGG, newest first. How the timeline and the estimate are built.
Astoria Strategic Wealth, Inc. held 72,910 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 72,910 sharesChange vs previous 13F +1,810 shares
1.65% of the 13F portfolio, value $7,216,632.
13F-HR 0001777914-26-000005 filed by Astoria Strategic Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 71,100 sharesChange vs previous 13F -134 shares
1.79% of the 13F portfolio, value $7,058,097.
13F-HR 0001777914-26-000004 filed by Astoria Strategic Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 71,234 sharesChange vs previous 13F -316 shares
1.79% of the 13F portfolio, value $7,114,852.
13F-HR 0001777914-26-000001 filed by Astoria Strategic Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 71,550 sharesChange vs previous 13F -143 shares
1.81% of the 13F portfolio, value $7,172,888.
13F-HR 0001777914-25-000007 filed by Astoria Strategic Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 71,693 sharesChange vs previous 13F -464 shares
1.92% of the 13F portfolio, value $7,111,946.
13F-HR 0001777914-25-000004 filed by Astoria Strategic Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 72,157 sharesChange vs previous 13F -1,270 shares
2.1% of the 13F portfolio, value $7,137,770.
13F-HR 0001777914-25-000003 filed by Astoria Strategic Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 73,427 sharesChange vs previous 13F -7,792 shares
2.12% of the 13F portfolio, value $7,115,076.
13F-HR 0001777914-25-000002 filed by Astoria Strategic Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 81,219 sharesChange vs previous 13F not available
2.41% of the 13F portfolio, value $8,225,048.
13F-HR 0001777914-24-000007 filed by Astoria Strategic Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).