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Braver Wealth Management, LLC: AGG position timeline

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

Braver Wealth Management, LLC held 80,474 AGG shares at 2016-12-31 per its 13F-HR filed 2017-02-14.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 80,474 shares
    Change vs previous 13F -68,586 shares

    1.41% of the 13F portfolio, value $8,696,000.

    13F-HR 0001566494-17-000001 filed by Braver 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 ended2016-09-30
    13F 149,060 shares
    Change vs previous 13F -116,906 shares

    2.81% of the 13F portfolio, value $16,757,000.

    13F-HR 0001566494-16-000010 filed by Braver 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 ended2016-06-30
    13F 265,966 shares
    Change vs previous 13F -146,099 shares

    5.11% of the 13F portfolio, value $29,952,000.

    13F-HR 0001566494-16-000009 filed by Braver 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 ended2016-03-31
    13F 412,065 shares
    Change vs previous 13F +158,878 shares

    7.52% of the 13F portfolio, value $45,667,000.

    13F-HR 0001566494-16-000008 filed by Braver 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 ended2015-12-31
    13F 253,187 shares
    Change vs previous 13F +56,748 shares

    5.63% of the 13F portfolio, value $27,347,000.

    13F-HR 0001566494-16-000007 filed by Braver 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 ended2015-09-30
    13F 196,439 shares
    Change vs previous 13F +59,480 shares

    5.34% of the 13F portfolio, value $21,526,000.

    13F-HR 0001566494-15-000005 filed by Braver 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 ended2015-06-30
    13F 136,959 shares
    Change vs previous 13F -4,112 shares

    3.62% of the 13F portfolio, value $14,898,433.

    13F-HR 0001566494-15-000004 filed by Braver 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 ended2015-03-31
    13F 141,071 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $15,719,557.

    13F-HR 0001566494-15-000003 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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