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Disclosery

GENESIS PRIVATE WEALTH, LLC: AGG position timeline

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

GENESIS PRIVATE WEALTH, LLC held 48,063 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,063 shares
    Change vs previous 13F -493 shares

    1.34% of the 13F portfolio, value $4,757,226.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 48,556 shares
    Change vs previous 13F -4,847 shares

    1.52% of the 13F portfolio, value $4,820,104.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 53,403 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $5,333,842.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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