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Disclosery

Blue Barn Wealth, LLC: AGG position timeline

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

Blue Barn Wealth, LLC held 61,088 AGG shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 61,088 shares
    Change vs previous 13F -59,719 shares

    8.89% of the 13F portfolio, value $6,101,500.

    13F-HR 0001879206-26-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 120,807 shares
    Change vs previous 13F +5,920 shares

    5.32% of the 13F portfolio, value $12,111,190.

    13F-HR 0001879206-25-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 114,887 shares
    Change vs previous 13F +3,654 shares

    5.37% of the 13F portfolio, value $11,396,836.

    13F-HR 0001879206-25-000003 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 111,233 shares
    Change vs previous 13F +9,709 shares

    5.74% of the 13F portfolio, value $11,003,202.

    13F-HR 0001879206-25-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 101,524 shares
    Change vs previous 13F +9,940 shares

    5.19% of the 13F portfolio, value $9,837,646.

    13F-HR 0001879206-25-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 91,584 shares
    Change vs previous 13F +6,126 shares

    4.76% of the 13F portfolio, value $9,274,730.

    13F-HR 0001879206-24-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 85,458 shares
    Change vs previous 13F +2,211 shares

    4.62% of the 13F portfolio, value $8,297,470.

    13F-HR 0001879206-24-000004 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 83,247 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $8,153,234.

    13F-HR 0001879206-24-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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