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Discipline Wealth Solutions, LLC: AGG position timeline

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

Discipline Wealth Solutions, LLC held 378,419 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 378,419 shares
    Change vs previous 13F -9,396 shares

    3.27% of the 13F portfolio, value $37,455,953.

    13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, 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 387,815 shares
    Change vs previous 13F +233,592 shares

    4.05% of the 13F portfolio, value $38,498,389.

    13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, 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 154,223 shares
    Change vs previous 13F +127,677 shares

    2.86% of the 13F portfolio, value $15,403,772.

    13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, 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 26,546 shares
    Change vs previous 13F +8,157 shares

    0.7% of the 13F portfolio, value $2,661,203.

    13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, 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 18,389 shares
    Change vs previous 13F +7,133 shares

    0.7% of the 13F portfolio, value $1,824,145.

    13F-HR 0002010507-25-000004 filed by Discipline Wealth Solutions, 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 11,256 shares
    Change vs previous 13F -490 shares

    0.53% of the 13F portfolio, value $1,113,398.

    13F-HR 0002010507-25-000002 filed by Discipline Wealth Solutions, 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 11,746 shares
    Change vs previous 13F -5,107 shares

    0.53% of the 13F portfolio, value $1,138,191.

    13F-HR 0002011580-25-000002 filed by Discipline Wealth Solutions, 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 16,853 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,706,680.

    13F-HR 0002010507-24-000006 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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