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Disclosery

HB Wealth Management, LLC: AGG position timeline

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

HB Wealth Management, LLC held 121,624 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,624 shares
    Change vs previous 13F -67 shares

    0.07% of the 13F portfolio, value $12,038,357.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 121,691 shares
    Change vs previous 13F -9,506 shares

    0.08% of the 13F portfolio, value $12,080,363.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 131,197 shares
    Change vs previous 13F +2,891 shares

    0.08% of the 13F portfolio, value $13,104,040.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 128,306 shares
    Change vs previous 13F +11,954 shares

    0.09% of the 13F portfolio, value $12,862,762.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 116,352 shares
    Change vs previous 13F -30,255 shares

    0.09% of the 13F portfolio, value $11,542,144.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 146,607 shares
    Change vs previous 13F +71,866 shares

    0.12% of the 13F portfolio, value $14,502,409.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 74,741 shares
    Change vs previous 13F +26,354 shares

    0.07% of the 13F portfolio, value $7,242,440.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 48,387 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,900,178.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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