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GeoWealth Management, LLC: AGG position timeline

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

GeoWealth Management, LLC held 165,146 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,146 shares
    Change vs previous 13F +34,265 shares

    0.51% of the 13F portfolio, value $16,346,180.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 130,881 shares
    Change vs previous 13F +51,169 shares

    0.47% of the 13F portfolio, value $12,992,682.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 79,712 shares
    Change vs previous 13F +33,127 shares

    0.29% of the 13F portfolio, value $7,961,666.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 46,585 shares
    Change vs previous 13F +22,624 shares

    0.17% of the 13F portfolio, value $4,670,216.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 23,961 shares
    Change vs previous 13F +8,732 shares

    0.09% of the 13F portfolio, value $2,376,923.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 15,229 shares
    Change vs previous 13F +2,775 shares

    0.06% of the 13F portfolio, value $1,506,481.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
    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 12,454 shares
    Change vs previous 13F -53,042 shares

    0.04% of the 13F portfolio, value $1,206,755.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 65,496 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,632,759.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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