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CAHABA WEALTH MANAGEMENT, INC.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAHABA WEALTH MANAGEMENT, INC. on AGG, newest first. How the timeline and the estimate are built.

CAHABA WEALTH MANAGEMENT, INC. held 17,203 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,203 shares
    Change vs previous 13F -5,825 shares

    0.1% of the 13F portfolio, value $1,702,767.

    13F-HR 0001172661-26-002968 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 23,028 shares
    Change vs previous 13F +5,855 shares

    0.16% of the 13F portfolio, value $2,286,009.

    13F-HR 0001172661-26-001569 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 17,173 shares
    Change vs previous 13F +459 shares

    0.12% of the 13F portfolio, value $1,715,197.

    13F-HR 0001172661-26-000037 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 16,714 shares
    Change vs previous 13F -1,526,643 shares

    0.12% of the 13F portfolio, value $1,675,592.

    13F-HR 0001172661-25-004308 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 1,543,357 shares
    Change vs previous 13F -10,578 shares

    11.9% of the 13F portfolio, value $153,101,006.

    13F-HR 0001172661-25-002632 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 1,553,935 shares
    Change vs previous 13F +40,318 shares

    12.72% of the 13F portfolio, value $153,715,248.

    13F-HR 0001172661-25-001555 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 1,513,617 shares
    Change vs previous 13F +43,991 shares

    12.14% of the 13F portfolio, value $146,669,534.

    13F-HR 0001172661-25-000836 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 1,469,626 shares
    Change vs previous 13F not available

    12.28% of the 13F portfolio, value $148,829,055.

    13F-HR 0001172661-24-004310 filed by CAHABA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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