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Disclosery

ENTREWEALTH, LLC: AGG position timeline

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

ENTREWEALTH, LLC held 7,070 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,070 shares
    Change vs previous 13F -7,460 shares

    0.24% of the 13F portfolio, value $668,398.

    13F-HR 0001941040-26-000729 filed by ENTREWEALTH, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,530 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,415,658.

    13F-HR 0001941040-26-000601 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).