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Disclosery

Element Wealth, LLC: AGG position timeline

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

Element Wealth, LLC held 63,580 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 63,580 shares
    Change vs previous 13F +1,042 shares

    2.37% of the 13F portfolio, value $6,293,107.

    13F-HR 0001398344-26-014580 filed by Element Wealth, 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 62,538 shares
    Change vs previous 13F +2,584 shares

    2.57% of the 13F portfolio, value $6,208,126.

    13F-HR 0001398344-26-008170 filed by Element Wealth, 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 59,954 shares
    Change vs previous 13F -1,281 shares

    2.48% of the 13F portfolio, value $5,988,199.

    13F-HR 0001398344-26-003058 filed by Element Wealth, 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 61,235 shares
    Change vs previous 13F -63 shares

    2.68% of the 13F portfolio, value $6,138,763.

    13F-HR 0001398344-25-019962 filed by Element Wealth, 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 61,298 shares
    Change vs previous 13F -740 shares

    2.8% of the 13F portfolio, value $6,080,789.

    13F-HR 0001398344-25-013585 filed by Element Wealth, 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 62,038 shares
    Change vs previous 13F +2,697 shares

    3.29% of the 13F portfolio, value $6,136,823.

    13F-HR 0001398344-25-008003 filed by Element Wealth, 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 59,341 shares
    Change vs previous 13F -2,764 shares

    3.01% of the 13F portfolio, value $5,750,145.

    13F-HR 0001398344-25-001751 filed by Element Wealth, 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 62,105 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $6,289,348.

    13F-HR 0001398344-24-019229 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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