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Cahill Wealth Management, LLC: AGG position timeline

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

Cahill Wealth Management, LLC held 26,877 AGG shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 26,877 shares
    Change vs previous 13F +189 shares

    1.35% of the 13F portfolio, value $2,658,648.

    13F-HR 0001172661-25-001684 filed by Cahill 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 ended2024-12-31
    13F 26,688 shares
    Change vs previous 13F -286 shares

    1.32% of the 13F portfolio, value $2,586,030.

    13F-HR 0001172661-25-000739 filed by Cahill 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 ended2024-09-30
    13F 26,974 shares
    Change vs previous 13F -3,256 shares

    1.41% of the 13F portfolio, value $2,731,681.

    13F-HR 0001172661-24-004442 filed by Cahill 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 ended2024-06-30
    13F 30,230 shares
    Change vs previous 13F +1,154 shares

    1.75% of the 13F portfolio, value $2,934,417.

    13F-HR 0001172661-24-003302 filed by Cahill 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 ended2024-03-31
    13F 29,076 shares
    Change vs previous 13F -1,509 shares

    1.66% of the 13F portfolio, value $2,847,730.

    13F-HR 0001172661-24-002139 filed by Cahill 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 ended2023-12-31
    13F 30,585 shares
    Change vs previous 13F +3,525 shares

    2.04% of the 13F portfolio, value $3,035,548.

    13F-HR 0001172661-24-000370 filed by Cahill 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 ended2023-09-30
    13F 27,060 shares
    Change vs previous 13F -516 shares

    1.95% of the 13F portfolio, value $2,544,725.

    13F-HR 0001172661-23-003552 filed by Cahill 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 ended2023-06-30
    13F 27,576 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,701,038.

    13F-HR 0001172661-23-002898 filed by Cahill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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