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Boomfish Wealth Group, LLC: AGG position timeline

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

Boomfish Wealth Group, LLC held 81,036 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,036 shares
    Change vs previous 13F -129 shares

    3.65% of the 13F portfolio, value $8,020,982.

    13F-HR 0001437749-26-025568 filed by Boomfish Wealth Group, 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 81,165 shares
    Change vs previous 13F -2,782 shares

    4.3% of the 13F portfolio, value $8,057,285.

    13F-HR 0001437749-26-013018 filed by Boomfish Wealth Group, 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 83,947 shares
    Change vs previous 13F +11,618 shares

    4.48% of the 13F portfolio, value $8,384,636.

    13F-HR 0001437749-26-001622 filed by Boomfish Wealth Group, 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 72,329 shares
    Change vs previous 13F +1,469 shares

    3.91% of the 13F portfolio, value $7,250,964.

    13F-HR 0001437749-25-032225 filed by Boomfish Wealth Group, 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 70,860 shares
    Change vs previous 13F +4,393 shares

    4.06% of the 13F portfolio, value $7,029,316.

    13F-HR 0001437749-25-023367 filed by Boomfish Wealth Group, 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 66,467 shares
    Change vs previous 13F +548 shares

    4.27% of the 13F portfolio, value $6,574,940.

    13F-HR 0001437749-25-012338 filed by Boomfish Wealth Group, 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 65,919 shares
    Change vs previous 13F +20,934 shares

    3.88% of the 13F portfolio, value $6,387,582.

    13F-HR 0001437749-25-001706 filed by Boomfish Wealth Group, 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 44,985 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $4,555,631.

    13F-HR 0001437749-24-031154 filed by Boomfish Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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