CPWA, LLC: AGG position timeline

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

CPWA, LLC held 16,329 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F 16,329 shares
Change vs previous 13F +56 shares
1.88% of the 13F portfolio, value $1,616,236.
13F-HR 0001420506-26-001341 filed by CPWA, LLC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 16,273 shares
Change vs previous 13F not available
1.92% of the 13F portfolio, value $1,609,713.
13F-HR 0001420506-26-000965 filed by CPWA, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).