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Boyd Wealth Management, LLC: AGG position timeline

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

Boyd Wealth Management, LLC held 10,189 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,189 shares
    Change vs previous 13F -4,007 shares

    0.38% of the 13F portfolio, value $1,008,492.

    13F-HR 0001846114-26-000010 filed by Boyd 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 ended2026-03-31
    13F 14,196 shares
    Change vs previous 13F -166 shares

    0.6% of the 13F portfolio, value $1,409,202.

    13F-HR 0001846114-26-000009 filed by Boyd 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 ended2025-12-31
    13F 14,362 shares
    Change vs previous 13F -5,726 shares

    0.61% of the 13F portfolio, value $1,434,508.

    13F-HR 0001846114-26-000001 filed by Boyd 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 ended2025-09-30
    13F 20,088 shares
    Change vs previous 13F -331,486 shares

    0.87% of the 13F portfolio, value $2,013,871.

    13F-HR 0001846114-25-000002 filed by Boyd 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 ended2025-06-30
    13F 351,574 shares
    Change vs previous 13F -12,969 shares

    15.1% of the 13F portfolio, value $34,876,106.

    13F-HR 0001667731-25-000805 filed by Boyd 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 ended2025-03-31
    13F 364,543 shares
    Change vs previous 13F +117,072 shares

    17.97% of the 13F portfolio, value $36,060,610.

    13F-HR 0001667731-25-000504 filed by Boyd 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 ended2024-12-31
    13F 247,471 shares
    Change vs previous 13F +98,067 shares

    11.82% of the 13F portfolio, value $23,979,978.

    13F-HR 0001667731-25-000097 filed by Boyd 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 ended2024-09-30
    13F 149,404 shares
    Change vs previous 13F not available

    7.67% of the 13F portfolio, value $15,130,147.

    13F-HR 0001846114-24-000004 filed by Boyd Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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