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FORM Wealth Advisors, LLC: AGGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORM Wealth Advisors, LLC on AGGY, newest first. How the timeline and the estimate are built.

FORM Wealth Advisors, LLC held 6,977 AGGY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,977 shares
    Change vs previous 13F +87 shares

    0.03% of the 13F portfolio, value $287,312.

    13F-HR 0002085853-26-001145 filed by FORM Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,890 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $299,582.

    13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, 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 6,815 shares
    Change vs previous 13F +74 shares

    0.03% of the 13F portfolio, value $296,097.

    13F-HR 0002085853-26-000363 filed by FORM Wealth Advisors, 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 6,741 shares
    Change vs previous 13F +150 shares

    0.03% of the 13F portfolio, value $296,953.

    13F-HR 0002085853-26-000123 filed by FORM Wealth Advisors, 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 6,591 shares
    Change vs previous 13F +74 shares

    0.03% of the 13F portfolio, value $287,570.

    13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, 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 6,517 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $283,055.

    13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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