FORM Wealth Advisors, LLC: AGG position timeline

FORM Wealth Advisors, LLC held 834,770 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 834,770 shares

   Change vs previous 13F +328,333 shares

   9.09% of the 13F portfolio, value $82,625,505.

   13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 506,437 shares

   Change vs previous 13F -271,833 shares

   5.89% of the 13F portfolio, value $50,273,988.

   13F-HR 0002085853-26-000363 filed by FORM Wealth Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 778,270 shares

   Change vs previous 13F -38,033 shares

   9.1% of the 13F portfolio, value $77,733,575.

   13F-HR 0002085853-26-000123 filed by FORM Wealth Advisors, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 816,303 shares

   Change vs previous 13F -113,402 shares

   9.8% of the 13F portfolio, value $80,977,229.

   13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 929,705 shares

   Change vs previous 13F not available

   12.49% of the 13F portfolio, value $91,966,398.

   13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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