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Canvas Wealth Advisors, LLC: AGG position timeline

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

Canvas Wealth Advisors, LLC held 58,191 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,191 shares
    Change vs previous 13F +157 shares

    0.8% of the 13F portfolio, value $5,759,715.

    13F-HR 0001858782-26-000008 filed by Canvas Wealth Advisors, 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 58,034 shares
    Change vs previous 13F +2,590 shares

    0.98% of the 13F portfolio, value $5,761,010.

    13F-HR 0001858782-26-000004 filed by Canvas Wealth Advisors, 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 55,444 shares
    Change vs previous 13F +4,735 shares

    0.94% of the 13F portfolio, value $5,537,758.

    13F-HR 0001858782-26-000002 filed by Canvas Wealth Advisors, 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 50,709 shares
    Change vs previous 13F +3,831 shares

    0.92% of the 13F portfolio, value $5,080,050.

    13F-HR 0001858782-25-000005 filed by Canvas Wealth Advisors, 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 46,878 shares
    Change vs previous 13F +1,301 shares

    0.91% of the 13F portfolio, value $4,609,019.

    13F-HR 0001085146-25-004300 filed by Canvas Wealth Advisors, 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 45,577 shares
    Change vs previous 13F -773 shares

    1.14% of the 13F portfolio, value $4,441,967.

    13F-HR 0001085146-25-002312 filed by Canvas Wealth Advisors, 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 46,350 shares
    Change vs previous 13F +7,193 shares

    1.13% of the 13F portfolio, value $4,491,324.

    13F-HR 0001085146-25-000566 filed by Canvas Wealth Advisors, 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 39,157 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,965,437.

    13F-HR 0001085146-24-004886 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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