Skip to content
Disclosery

COREPATH WEALTH PARTNERS LLC: AGG position timeline

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

COREPATH WEALTH PARTNERS LLC held 123,414 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,414 shares
    Change vs previous 13F +6,696 shares

    7.55% of the 13F portfolio, value $12,099,503.

    13F-HR 0001951757-26-000975 filed by COREPATH 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 116,718 shares
    Change vs previous 13F +4,631 shares

    7.83% of the 13F portfolio, value $11,605,305.

    13F-HR 0001951757-26-000581 filed by COREPATH 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 112,087 shares
    Change vs previous 13F +1,416 shares

    7.52% of the 13F portfolio, value $11,221,008.

    13F-HR 0001951757-26-000152 filed by COREPATH 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 110,671 shares
    Change vs previous 13F -22,169 shares

    8.03% of the 13F portfolio, value $11,062,626.

    13F-HR 0001951757-25-001372 filed by COREPATH 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 132,840 shares
    Change vs previous 13F +5,018 shares

    11.03% of the 13F portfolio, value $13,080,749.

    13F-HR 0001951757-25-000577 filed by COREPATH WEALTH PARTNERS 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 127,822 shares
    Change vs previous 13F +5,386 shares

    11.87% of the 13F portfolio, value $12,457,553.

    13F-HR 0001951757-25-000444 filed by COREPATH WEALTH PARTNERS 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 122,436 shares
    Change vs previous 13F +7,430 shares

    11.44% of the 13F portfolio, value $11,739,209.

    13F-HR 0001951757-25-000060 filed by COREPATH WEALTH PARTNERS 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 115,006 shares
    Change vs previous 13F not available

    11.11% of the 13F portfolio, value $11,432,713.

    13F-HR 0001951757-24-001030 filed by COREPATH WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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