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Disclosery

Horizons Wealth Management: AGG position timeline

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

Horizons Wealth Management held 13,888 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,888 shares
    Change vs previous 13F +394 shares

    0.83% of the 13F portfolio, value $1,312,972.

    13F-HR 0001943228-26-000003 filed by Horizons Wealth Management
    Accepted , ingested

  2. period ended2026-03-31
    13F 13,494 shares
    Change vs previous 13F -76 shares

    0.89% of the 13F portfolio, value $1,339,549.

    13F-HR 0001943228-26-000002 filed by Horizons Wealth Management
    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 13,570 shares
    Change vs previous 13F -518 shares

    0.9% of the 13F portfolio, value $1,355,372.

    13F-HR 0001943228-26-000001 filed by Horizons Wealth Management
    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 14,088 shares
    Change vs previous 13F +958 shares

    0.97% of the 13F portfolio, value $1,412,322.

    13F-HR 0001943228-25-000005 filed by Horizons Wealth Management
    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 13,130 shares
    Change vs previous 13F +287 shares

    0.94% of the 13F portfolio, value $1,302,496.

    13F-HR 0001943228-25-000003 filed by Horizons Wealth Management
    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 12,843 shares
    Change vs previous 13F +338 shares

    0.96% of the 13F portfolio, value $1,270,430.

    13F-HR 0001943228-25-000002 filed by Horizons Wealth Management
    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 12,505 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,211,735.

    13F-HR 0001943228-25-000001 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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