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EAGLE WEALTH STRATEGIES LLC: AJG position timeline

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

EAGLE WEALTH STRATEGIES LLC held 5,536 AJG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,536 shares
    Change vs previous 13F +1 shares

    0.49% of the 13F portfolio, value $1,270,900.

    13F-HR 0001951757-26-000962 filed by EAGLE WEALTH STRATEGIES 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 5,535 shares
    Change vs previous 13F +33 shares

    0.53% of the 13F portfolio, value $1,198,770.

    13F-HR 0001951757-26-000565 filed by EAGLE WEALTH STRATEGIES 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 5,502 shares
    Change vs previous 13F -1 shares

    0.66% of the 13F portfolio, value $1,423,863.

    13F-HR 0001951757-26-000006 filed by EAGLE WEALTH STRATEGIES 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 5,503 shares
    Change vs previous 13F +3 shares

    0.85% of the 13F portfolio, value $1,704,499.

    13F-HR 0001951757-25-001331 filed by EAGLE WEALTH STRATEGIES 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 5,500 shares
    Change vs previous 13F -19 shares

    0.98% of the 13F portfolio, value $1,760,660.

    13F-HR 0001951757-25-000881 filed by EAGLE WEALTH STRATEGIES 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 5,519 shares
    Change vs previous 13F -1,501 shares

    1.17% of the 13F portfolio, value $1,905,380.

    13F-HR 0001951757-25-000342 filed by EAGLE WEALTH STRATEGIES 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 7,020 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $1,992,627.

    13F-HR 0001951757-25-000062 filed by EAGLE WEALTH STRATEGIES 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 7,020 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $1,975,217.

    13F-HR 0001951757-24-000988 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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