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Disclosery

Balance Wealth Partners LLC: AGGH position timeline

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

Balance Wealth Partners LLC held 23,200 AGGH 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 23,200 shares
    Change vs previous 13F -182 shares

    0.12% of the 13F portfolio, value $467,940.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 23,382 shares
    Change vs previous 13F -9,473 shares

    0.15% of the 13F portfolio, value $475,833.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 32,855 shares
    Change vs previous 13F +452 shares

    0.22% of the 13F portfolio, value $680,107.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 32,403 shares
    Change vs previous 13F +811 shares

    0.17% of the 13F portfolio, value $671,071.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 31,592 shares
    Change vs previous 13F +9,484 shares

    0.38% of the 13F portfolio, value $652,052.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 22,108 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $467,582.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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