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Beirne Wealth Consulting Services, LLC: AGG position timeline

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

Beirne Wealth Consulting Services, LLC held 300,743 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 300,743 shares
    Change vs previous 13F -125,221 shares

    5.92% of the 13F portfolio, value $29,770,448.

    13F-HR 0001697303-26-000004 filed by Beirne Wealth Consulting Services, 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 425,964 shares
    Change vs previous 13F +12,201 shares

    11.96% of the 13F portfolio, value $42,287,955.

    13F-HR 0001697303-26-000003 filed by Beirne Wealth Consulting Services, 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 413,763 shares
    Change vs previous 13F +72,651 shares

    11.97% of the 13F portfolio, value $41,329,307.

    13F-HR 0001697303-26-000002 filed by Beirne Wealth Consulting Services, 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 341,112 shares
    Change vs previous 13F +7,456 shares

    8.21% of the 13F portfolio, value $34,199,076.

    13F-HR 0001697303-25-000003 filed by Beirne Wealth Consulting Services, 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 333,656 shares
    Change vs previous 13F -127,918 shares

    10.73% of the 13F portfolio, value $33,100,402.

    13F-HR 0001085146-25-004456 filed by Beirne Wealth Consulting Services, 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 461,574 shares
    Change vs previous 13F +4,842 shares

    16.27% of the 13F portfolio, value $45,661,082.

    13F-HR 0001085146-25-002521 filed by Beirne Wealth Consulting Services, 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 456,732 shares
    Change vs previous 13F +2,933 shares

    15.96% of the 13F portfolio, value $44,259,337.

    13F-HR 0001085146-25-000664 filed by Beirne Wealth Consulting Services, 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 453,799 shares
    Change vs previous 13F not available

    16.14% of the 13F portfolio, value $45,958,208.

    13F-HR 0001085146-24-005389 filed by Beirne Wealth Consulting Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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