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Disclosery

BCS Wealth Management: AGG position timeline

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

BCS Wealth Management held 142,203 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,203 shares
    Change vs previous 13F +10,324 shares

    2.54% of the 13F portfolio, value $14,075,297.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 131,879 shares
    Change vs previous 13F -114,929 shares

    2.67% of the 13F portfolio, value $13,091,654.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 246,808 shares
    Change vs previous 13F +137,238 shares

    2.49% of the 13F portfolio, value $24,651,187.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 109,570 shares
    Change vs previous 13F +21,310 shares

    2.48% of the 13F portfolio, value $10,984,415.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 88,260 shares
    Change vs previous 13F +15,268 shares

    1.88% of the 13F portfolio, value $8,755,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 72,992 shares
    Change vs previous 13F +14,033 shares

    1.86% of the 13F portfolio, value $7,220,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 58,959 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $5,713,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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