Skip to content
Disclosery

Financial & Tax Architects, LLC: AGG position timeline

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

Financial & Tax Architects, LLC held 89,591 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 89,591 shares
    Change vs previous 13F +99 shares

    1.74% of the 13F portfolio, value $8,469,896.

    13F-HR 0001758543-26-000006 filed by Financial & Tax Architects, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 89,492 shares
    Change vs previous 13F -13,121 shares

    1.87% of the 13F portfolio, value $8,857,896.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 102,613 shares
    Change vs previous 13F -12,658 shares

    2.27% of the 13F portfolio, value $10,186,395.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 115,271 shares
    Change vs previous 13F -23,043 shares

    2.59% of the 13F portfolio, value $11,513,291.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 138,314 shares
    Change vs previous 13F -11,232 shares

    3.06% of the 13F portfolio, value $13,866,027.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 149,546 shares
    Change vs previous 13F -4,074 shares

    3.6% of the 13F portfolio, value $14,834,938.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 153,620 shares
    Change vs previous 13F -10,592 shares

    3.81% of the 13F portfolio, value $15,196,093.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 164,212 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $15,912,118.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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