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Disclosery

Cooksen Wealth, LLC: AGG position timeline

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

Cooksen Wealth, LLC held 29,372 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 29,372 shares
    Change vs previous 13F +890 shares

    1.83% of the 13F portfolio, value $2,907,250.

    13F-HR 0001214659-26-009193 filed by Cooksen Wealth, 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 28,482 shares
    Change vs previous 13F +1,393 shares

    2.05% of the 13F portfolio, value $2,827,434.

    13F-HR 0001214659-26-005313 filed by Cooksen Wealth, 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 27,089 shares
    Change vs previous 13F +824 shares

    1.98% of the 13F portfolio, value $2,705,649.

    13F-HR 0001214659-26-000626 filed by Cooksen Wealth, 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 26,265 shares
    Change vs previous 13F +1,256 shares

    1.97% of the 13F portfolio, value $2,633,066.

    13F-HR 0001214659-25-015566 filed by Cooksen Wealth, 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 25,009 shares
    Change vs previous 13F +1,667 shares

    1.99% of the 13F portfolio, value $2,480,893.

    13F-HR 0001214659-25-012294 filed by Cooksen Wealth, 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 23,342 shares
    Change vs previous 13F -2,016 shares

    2.32% of the 13F portfolio, value $2,286,115.

    13F-HR 0001214659-25-006583 filed by Cooksen Wealth, 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 25,358 shares
    Change vs previous 13F +1,882 shares

    2.26% of the 13F portfolio, value $2,457,190.

    13F-HR 0001214659-25-001615 filed by Cooksen Wealth, 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 23,476 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $2,377,415.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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