Skip to content
Disclosery

Delos Wealth Advisors, LLC: AGG position timeline

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

Delos Wealth Advisors, LLC held 37,233 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,233 shares
    Change vs previous 13F +6,492 shares

    1.89% of the 13F portfolio, value $3,685,323.

    13F-HR 0001878326-26-000003 filed by Delos Wealth Advisors, 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 30,741 shares
    Change vs previous 13F +3,017 shares

    1.75% of the 13F portfolio, value $3,051,660.

    13F-HR 0001878326-26-000002 filed by Delos Wealth Advisors, 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 27,724 shares
    Change vs previous 13F +530 shares

    1.83% of the 13F portfolio, value $2,769,074.

    13F-HR 0001878326-26-000001 filed by Delos Wealth Advisors, 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 27,194 shares
    Change vs previous 13F +2,500 shares

    1.84% of the 13F portfolio, value $2,726,199.

    13F-HR 0001878326-25-000009 filed by Delos Wealth Advisors, 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 24,694 shares
    Change vs previous 13F -6,084 shares

    1.91% of the 13F portfolio, value $2,449,645.

    13F-HR 0001878326-25-000007 filed by Delos Wealth Advisors, 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 30,778 shares
    Change vs previous 13F -218 shares

    2.41% of the 13F portfolio, value $3,044,560.

    13F-HR 0001878326-25-000003 filed by Delos Wealth Advisors, 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 30,996 shares
    Change vs previous 13F +6,276 shares

    2.39% of the 13F portfolio, value $3,003,513.

    13F-HR 0001878326-25-000001 filed by Delos Wealth Advisors, 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 24,720 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $2,503,395.

    13F-HR 0001878326-24-000006 filed by Delos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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