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Disclosery

Curry Webb Wealth Management LLC: AGG position timeline

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

Curry Webb Wealth Management LLC held 81,049 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,049 shares
    Change vs previous 13F +25,785 shares

    3.32% of the 13F portfolio, value $8,022,253.

    13F-HR 0002060114-26-000005 filed by Curry Webb Wealth Management 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 55,264 shares
    Change vs previous 13F -13,528 shares

    2.59% of the 13F portfolio, value $5,486,057.

    13F-HR 0002060114-26-000003 filed by Curry Webb Wealth Management 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 68,792 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $6,870,971.

    13F-HR 0002060114-26-000004 filed by Curry Webb Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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