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KFA Private Wealth Group, LLC: AGG position timeline

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

KFA Private Wealth Group, LLC held 35,823 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,823 shares
    Change vs previous 13F -2,645 shares

    0.8% of the 13F portfolio, value $3,386,764.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,468 shares
    Change vs previous 13F -43,907 shares

    0.92% of the 13F portfolio, value $3,807,619.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
    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 82,375 shares
    Change vs previous 13F +3,453 shares

    1.96% of the 13F portfolio, value $8,177,383.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 78,922 shares
    Change vs previous 13F -1,316 shares

    1.92% of the 13F portfolio, value $7,882,713.

    13F-HR 0001172661-26-000027 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 80,238 shares
    Change vs previous 13F +339 shares

    2.3% of the 13F portfolio, value $8,043,872.

    13F-HR 0001172661-25-004161 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 79,899 shares
    Change vs previous 13F +809 shares

    2.46% of the 13F portfolio, value $7,926,057.

    13F-HR 0001172661-25-002711 filed by KFA Private Wealth Group, LLC
    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 79,090 shares
    Change vs previous 13F +46,822 shares

    2.74% of the 13F portfolio, value $7,823,574.

    13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 32,268 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,126,808.

    13F-HR 0001172661-25-000314 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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