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Emergent Wealth Advisors, LLC: AGG position timeline

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

Emergent Wealth Advisors, LLC held 88,849 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 88,849 shares
    Change vs previous 13F -2,367 shares

    4.39% of the 13F portfolio, value $8,399,782.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 91,216 shares
    Change vs previous 13F +4,826 shares

    4.67% of the 13F portfolio, value $8,978,941.

    13F-HR 0001754960-26-000491 filed by Emergent 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 ended2026-03-31
    13F 86,390 shares
    Change vs previous 13F -16,672 shares

    5.07% of the 13F portfolio, value $8,575,896.

    13F-HR 0001754960-26-000207 filed by Emergent 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 ended2025-12-31
    13F 103,062 shares
    Change vs previous 13F -5,007 shares

    5.79% of the 13F portfolio, value $10,293,796.

    13F-HR 0001754960-26-000055 filed by Emergent 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 ended2025-09-30
    13F 108,069 shares
    Change vs previous 13F +17,202 shares

    6.31% of the 13F portfolio, value $10,877,431.

    13F-HR 0001754960-25-000736 filed by Emergent 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 ended2025-06-30
    13F 90,867 shares
    Change vs previous 13F +5,088 shares

    5.86% of the 13F portfolio, value $9,168,629.

    13F-HR 0001754960-25-000735 filed by Emergent 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 ended2025-03-31
    13F 85,779 shares
    Change vs previous 13F +8,569 shares

    6.15% of the 13F portfolio, value $8,485,215.

    13F-HR 0001754960-25-000734 filed by Emergent 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 ended2024-12-31
    13F 77,210 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $7,481,603.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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