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Dynasty Wealth Management, LLC: AGG position timeline

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

Dynasty Wealth Management, LLC held 2,900,060 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 2,900,060 shares
    Change vs previous 13F +159,962 shares

    2.13% of the 13F portfolio, value $287,047,983.

    13F-HR 0001727599-26-000004 filed by Dynasty 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 2,740,098 shares
    Change vs previous 13F -167,511 shares

    2.37% of the 13F portfolio, value $272,009,538.

    13F-HR 0001727599-26-000003 filed by Dynasty 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 2,907,609 shares
    Change vs previous 13F +182,311 shares

    2.85% of the 13F portfolio, value $290,411,979.

    13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, 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 2,725,298 shares
    Change vs previous 13F +258,540 shares

    3.65% of the 13F portfolio, value $273,211,137.

    13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, 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 2,466,758 shares
    Change vs previous 13F -24,331 shares

    4.17% of the 13F portfolio, value $244,702,350.

    13F-HR 0001727599-25-000006 filed by Dynasty Wealth Management, 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 2,491,089 shares
    Change vs previous 13F -457,241 shares

    4.11% of the 13F portfolio, value $246,418,526.

    13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, 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 2,948,330 shares
    Change vs previous 13F -22,910 shares

    4.93% of the 13F portfolio, value $285,693,167.

    13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, 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 2,971,240 shares
    Change vs previous 13F not available

    9.08% of the 13F portfolio, value $300,590,655.

    13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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