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Disclosery

Balboa Wealth Partners: AGG position timeline

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

Balboa Wealth Partners held 27,371 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,371 shares
    Change vs previous 13F +1,650 shares

    0.37% of the 13F portfolio, value $2,709,171.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 25,721 shares
    Change vs previous 13F +4,471 shares

    0.43% of the 13F portfolio, value $2,553,354.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 21,250 shares
    Change vs previous 13F +2,634 shares

    0.35% of the 13F portfolio, value $2,122,494.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 18,616 shares
    Change vs previous 13F +734 shares

    0.32% of the 13F portfolio, value $1,866,261.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 17,882 shares
    Change vs previous 13F +4,451 shares

    0.36% of the 13F portfolio, value $1,773,904.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 13,431 shares
    Change vs previous 13F +55 shares

    0.32% of the 13F portfolio, value $1,328,612.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 13,376 shares
    Change vs previous 13F +1,108 shares

    0.3% of the 13F portfolio, value $1,296,112.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 12,268 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,242,404.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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