Buck Wealth Strategies, LLC: AGG position timeline

Buck Wealth Strategies, LLC held 421,730 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 421,730 shares

   Change vs previous 13F +14,975 shares

   4.37% of the 13F portfolio, value $41,742,859.

   13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 406,755 shares

   Change vs previous 13F +38,344 shares

   4.99% of the 13F portfolio, value $40,378,610.

   13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 368,411 shares

   Change vs previous 13F -86,109 shares

   4.67% of the 13F portfolio, value $36,796,901.

   13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 454,520 shares

   Change vs previous 13F +19,655 shares

   6.25% of the 13F portfolio, value $45,565,676.

   13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 434,865 shares

   Change vs previous 13F +23,922 shares

   6.57% of the 13F portfolio, value $43,138,603.

   13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 410,943 shares

   Change vs previous 13F +233,274 shares

   7.39% of the 13F portfolio, value $40,650,478.

   13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 177,669 shares

   Change vs previous 13F +67,126 shares

   3.58% of the 13F portfolio, value $17,216,118.

   13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 110,543 shares

   Change vs previous 13F not available

   3.52% of the 13F portfolio, value $11,194,759.

   13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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