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Disclosery

Core Wealth Partners LLC: AGG position timeline

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

Core Wealth Partners LLC held 15,948 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,948 shares
    Change vs previous 13F -9,692 shares

    0.67% of the 13F portfolio, value $1,578,543.

    13F-HR 0001965078-26-000003 filed by Core Wealth Partners 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 25,640 shares
    Change vs previous 13F -114 shares

    1.18% of the 13F portfolio, value $2,545,303.

    13F-HR 0001965078-26-000002 filed by Core Wealth Partners 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 25,754 shares
    Change vs previous 13F +3,058 shares

    1.16% of the 13F portfolio, value $2,572,310.

    13F-HR 0001965078-26-000001 filed by Core Wealth Partners 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 22,696 shares
    Change vs previous 13F +2,751 shares

    1.05% of the 13F portfolio, value $2,275,274.

    13F-HR 0001965078-25-000002 filed by Core Wealth Partners 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 19,945 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,978,544.

    13F-HR 0001085146-25-004770 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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