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Disclosery

Lake Hills Wealth Management, LLC: AGG position timeline

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

Lake Hills Wealth Management, LLC held 0 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -20,622 shares

    13F-HR 0001214659-26-008272 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 20,622 shares
    Change vs previous 13F -349 shares

    1.14% of the 13F portfolio, value $2,047,146.

    13F-HR 0001214659-26-004538 filed by Lake Hills 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 20,971 shares
    Change vs previous 13F +1,444 shares

    1.09% of the 13F portfolio, value $2,094,583.

    13F-HR 0001214659-26-000220 filed by Lake Hills 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 19,527 shares
    Change vs previous 13F +515 shares

    1.05% of the 13F portfolio, value $1,957,582.

    13F-HR 0001214659-25-014903 filed by Lake Hills 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 19,012 shares
    Change vs previous 13F -436 shares

    1.08% of the 13F portfolio, value $1,885,990.

    13F-HR 0001214659-25-010197 filed by Lake Hills 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 19,448 shares
    Change vs previous 13F -4,826 shares

    1.33% of the 13F portfolio, value $1,923,796.

    13F-HR 0001214659-25-005776 filed by Lake Hills 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 24,274 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,352,151.

    13F-HR 0001214659-25-000884 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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