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FFT WEALTH MANAGEMENT LLC: AGG position timeline

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

FFT WEALTH MANAGEMENT LLC held 28,223 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,223 shares
    Change vs previous 13F -2,536 shares

    0.44% of the 13F portfolio, value $2,793,496.

    13F-HR 0001653199-26-000004 filed by FFT WEALTH MANAGEMENT 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 30,759 shares
    Change vs previous 13F -5,932 shares

    0.55% of the 13F portfolio, value $3,053,399.

    13F-HR 0001653199-26-000003 filed by FFT WEALTH MANAGEMENT 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 36,691 shares
    Change vs previous 13F -12,372 shares

    0.7% of the 13F portfolio, value $3,664,695.

    13F-HR 0001653199-26-000001 filed by FFT WEALTH MANAGEMENT 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 49,063 shares
    Change vs previous 13F -1,303 shares

    0.9% of the 13F portfolio, value $4,918,543.

    13F-HR 0001653199-25-000005 filed by FFT WEALTH MANAGEMENT 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 50,366 shares
    Change vs previous 13F -33,783 shares

    0.98% of the 13F portfolio, value $4,992,734.

    13F-HR 0001653199-25-000003 filed by FFT WEALTH MANAGEMENT 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 84,149 shares
    Change vs previous 13F -1,576 shares

    1.74% of the 13F portfolio, value $8,324,059.

    13F-HR 0001653199-25-000002 filed by FFT WEALTH MANAGEMENT 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 85,725 shares
    Change vs previous 13F -601 shares

    0.63% of the 13F portfolio, value $8,306,759.

    13F-HR 0000919574-25-000806 filed by FFT WEALTH MANAGEMENT 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 86,326 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $8,742,281.

    13F-HR 0000919574-24-006272 filed by FFT WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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