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Graves Light Lenhart Wealth, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Graves Light Lenhart Wealth, Inc. on AGG, newest first. How the timeline and the estimate are built.

Graves Light Lenhart Wealth, Inc. held 1,080,576 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,080,576 shares
    Change vs previous 13F -21,492 shares

    9.56% of the 13F portfolio, value $102,157,632.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,102,068 shares
    Change vs previous 13F +59,992 shares

    10.18% of the 13F portfolio, value $109,082,655.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    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 1,042,076 shares
    Change vs previous 13F -4,025 shares

    10.76% of the 13F portfolio, value $103,446,845.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,046,101 shares
    Change vs previous 13F +19,132 shares

    11.08% of the 13F portfolio, value $104,484,608.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,026,969 shares
    Change vs previous 13F +15,983 shares

    11.42% of the 13F portfolio, value $102,953,683.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,010,986 shares
    Change vs previous 13F +12,828 shares

    11.93% of the 13F portfolio, value $100,289,806.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 998,158 shares
    Change vs previous 13F +2,584 shares

    12.12% of the 13F portfolio, value $98,737,831.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 995,574 shares
    Change vs previous 13F not available

    11.99% of the 13F portfolio, value $96,471,159.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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