Skip to content
Disclosery

Benchmark Wealth Management, LLC: AGG position timeline

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

Benchmark Wealth Management, LLC held 37,929 AGG shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 37,929 shares
    Change vs previous 13F +15,976 shares

    1.67% of the 13F portfolio, value $3,762,551.

    13F-HR 0001788241-25-000004 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 21,953 shares
    Change vs previous 13F +12,816 shares

    1.05% of the 13F portfolio, value $2,171,607.

    13F-HR 0001788241-25-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,137 shares
    Change vs previous 13F +1,687 shares

    0.44% of the 13F portfolio, value $885,331.

    13F-HR 0001788241-25-000002 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 7,450 shares
    Change vs previous 13F +377 shares

    0.37% of the 13F portfolio, value $754,492.

    13F-HR 0001788241-24-000007 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 7,073 shares
    Change vs previous 13F +3,135 shares

    0.37% of the 13F portfolio, value $686,576.

    13F-HR 0001788241-24-000006 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,938 shares
    Change vs previous 13F +412 shares

    0.21% of the 13F portfolio, value $385,688.

    13F-HR 0001788241-24-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 3,526 shares
    Change vs previous 13F -3,526 shares

    0.21% of the 13F portfolio, value $349,956.

    13F-HR 0001788241-24-000001 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,052 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $663,170.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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