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Factor Wealth Management LTD: AGG position timeline

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

Factor Wealth Management LTD held 7,397 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,397 shares
    Change vs previous 13F -1,839 shares

    0.11% of the 13F portfolio, value $699,333.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,236 shares
    Change vs previous 13F -2,044 shares

    0.14% of the 13F portfolio, value $914,146.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 11,280 shares
    Change vs previous 13F -5,874 shares

    0.21% of the 13F portfolio, value $1,119,747.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 17,154 shares
    Change vs previous 13F +460 shares

    0.37% of the 13F portfolio, value $1,713,302.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 16,694 shares
    Change vs previous 13F +652 shares

    0.42% of the 13F portfolio, value $1,673,595.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    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 16,042 shares
    Change vs previous 13F +29 shares

    0.44% of the 13F portfolio, value $1,591,355.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    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 16,013 shares
    Change vs previous 13F +123 shares

    0.49% of the 13F portfolio, value $1,584,011.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    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 15,890 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,539,716.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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