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FSA WEALTH PARTNERS, INC.: AGG position timeline

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

FSA WEALTH PARTNERS, INC. held 70,525 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,525 shares
    Change vs previous 13F +9,917 shares

    1.75% of the 13F portfolio, value $6,980,565.

    13F-HR 0001705819-26-000048 filed by FSA WEALTH PARTNERS, INC.
    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 60,608 shares
    Change vs previous 13F +17,453 shares

    2.86% of the 13F portfolio, value $6,016,556.

    13F-HR 0001705819-26-000030 filed by FSA WEALTH PARTNERS, INC.
    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 43,155 shares
    Change vs previous 13F +18,459 shares

    1.55% of the 13F portfolio, value $4,310,321.

    13F-HR 0001705819-26-000017 filed by FSA WEALTH PARTNERS, INC.
    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 24,696 shares
    Change vs previous 13F +14,657 shares

    0.95% of the 13F portfolio, value $2,475,774.

    13F-HR 0001705819-25-000074 filed by FSA WEALTH PARTNERS, INC.
    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 10,039 shares
    Change vs previous 13F +1,756 shares

    0.48% of the 13F portfolio, value $995,869.

    13F-HR 0001705819-25-000048 filed by FSA WEALTH PARTNERS, INC.
    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 8,283 shares
    Change vs previous 13F -359 shares

    0.31% of the 13F portfolio, value $819,354.

    13F-HR 0001705819-25-000037 filed by FSA WEALTH PARTNERS, INC.
    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 8,642 shares
    Change vs previous 13F +678 shares

    0.2% of the 13F portfolio, value $837,410.

    13F-HR 0001705819-25-000019 filed by FSA WEALTH PARTNERS, INC.
    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 7,964 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $806,514.

    13F-HR 0001705819-24-000062 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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