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Disclosery

Austin Wealth Management, LLC: AGI position timeline

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

Austin Wealth Management, LLC held 9,445 AGI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,445 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $266,916.

    13F-HR 0002003112-26-000007 filed by Austin 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 9,445 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $437,398.

    13F-HR 0002003112-26-000004 filed by Austin 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 9,445 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $393,101.

    13F-HR 0002003112-26-000001 filed by Austin 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 9,445 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $300,823.

    13F-HR 0002003112-25-000004 filed by Austin 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 9,445 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $229,514.

    13F-HR 0001085146-25-004694 filed by Austin 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 9,445 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $266,916.

    13F-HR 0001085146-25-002519 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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