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FAMILY WEALTH PARTNERS, LLC: AGG position timeline

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

FAMILY WEALTH PARTNERS, LLC held 25,993 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,993 shares
    Change vs previous 13F -59 shares

    0.79% of the 13F portfolio, value $2,572,786.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH PARTNERS, 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 26,052 shares
    Change vs previous 13F -3,347 shares

    0.88% of the 13F portfolio, value $2,586,230.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH PARTNERS, 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 29,399 shares
    Change vs previous 13F -2,139 shares

    1.06% of the 13F portfolio, value $2,936,382.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH PARTNERS, 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 31,538 shares
    Change vs previous 13F -287 shares

    1.19% of the 13F portfolio, value $3,161,662.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH PARTNERS, 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 31,825 shares
    Change vs previous 13F -4,744 shares

    1.26% of the 13F portfolio, value $3,157,078.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH PARTNERS, 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 36,569 shares
    Change vs previous 13F -2,438 shares

    1.65% of the 13F portfolio, value $3,617,378.

    13F-HR 0001754960-25-000212 filed by FAMILY WEALTH PARTNERS, 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 39,007 shares
    Change vs previous 13F +2,587 shares

    1.8% of the 13F portfolio, value $3,779,757.

    13F-HR 0001754960-25-000029 filed by FAMILY WEALTH PARTNERS, 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 36,420 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $3,688,246.

    13F-HR 0001754960-24-000483 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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