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AXXCESS WEALTH MANAGEMENT, LLC: AGG position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 1,850,416 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,850,416 shares
    Change vs previous 13F +61,241 shares

    2.91% of the 13F portfolio, value $183,154,175.

    13F-HR 0001951757-26-001071 filed by AXXCESS 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 1,789,175 shares
    Change vs previous 13F -127,489 shares

    5.69% of the 13F portfolio, value $177,611,325.

    13F-HR 0001951757-26-000760 filed by AXXCESS 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/A 1,916,664 shares
    Change vs previous 13F +57,232 shares

    3.42% of the 13F portfolio, value $191,436,397.

    13F-HR/A 0001951757-26-000480 filed by AXXCESS 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 1,859,432 shares
    Change vs previous 13F +109,852 shares

    3.94% of the 13F portfolio, value $186,408,066.

    13F-HR 0001951757-25-001345 filed by AXXCESS 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 1,749,580 shares
    Change vs previous 13F +41,470 shares

    4.17% of the 13F portfolio, value $173,558,378.

    13F-HR 0001951757-25-000970 filed by AXXCESS 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 1,708,110 shares
    Change vs previous 13F -78,475 shares

    4.62% of the 13F portfolio, value $168,966,169.

    13F-HR 0001951757-25-000486 filed by AXXCESS 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 ended2024-12-31
    13F 1,786,585 shares
    Change vs previous 13F +75,175 shares

    4.28% of the 13F portfolio, value $173,120,045.

    13F-HR 0001951757-25-000224 filed by AXXCESS WEALTH MANAGEMENT, 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 1,711,410 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $173,314,421.

    13F-HR 0001951757-24-001150 filed by AXXCESS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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