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Beacon Bridge Wealth Partners, LLC: AGG position timeline

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

Beacon Bridge Wealth Partners, LLC held 11,840 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,840 shares
    Change vs previous 13F -1,647 shares

    0.33% of the 13F portfolio, value $1,171,923.

    13F-HR 0001765380-26-000277 filed by Beacon Bridge 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 13,487 shares
    Change vs previous 13F +204 shares

    0.45% of the 13F portfolio, value $1,338,854.

    13F-HR 0001765380-26-000151 filed by Beacon Bridge 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 13,283 shares
    Change vs previous 13F -3,311 shares

    0.44% of the 13F portfolio, value $1,326,706.

    13F-HR 0001765380-26-000036 filed by Beacon Bridge 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 16,594 shares
    Change vs previous 13F +115 shares

    0.59% of the 13F portfolio, value $1,663,549.

    13F-HR 0001765380-25-000438 filed by Beacon Bridge 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 16,479 shares
    Change vs previous 13F -5,210 shares

    0.65% of the 13F portfolio, value $1,634,717.

    13F-HR 0001765380-25-000264 filed by Beacon Bridge 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 21,689 shares
    Change vs previous 13F +603 shares

    0.92% of the 13F portfolio, value $2,145,476.

    13F-HR 0001765380-25-000186 filed by Beacon Bridge Wealth Partners, 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 21,086 shares
    Change vs previous 13F -8,570 shares

    0.87% of the 13F portfolio, value $2,043,233.

    13F-HR 0001765380-25-000037 filed by Beacon Bridge Wealth Partners, 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 29,656 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $3,003,263.

    13F-HR 0001765380-24-000431 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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