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LeConte Wealth Management, LLC: AGG position timeline

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

LeConte Wealth Management, LLC held 117,507 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,507 shares
    Change vs previous 13F +9,719 shares

    6.34% of the 13F portfolio, value $11,630,843.

    13F-HR 0001172661-26-003153 filed by LeConte 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 107,788 shares
    Change vs previous 13F +7,667 shares

    6.92% of the 13F portfolio, value $10,700,115.

    13F-HR 0001172661-26-001702 filed by LeConte 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 100,121 shares
    Change vs previous 13F +13,625 shares

    6.53% of the 13F portfolio, value $10,000,085.

    13F-HR 0001172661-26-000199 filed by LeConte 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 86,496 shares
    Change vs previous 13F +26,749 shares

    5.79% of the 13F portfolio, value $8,671,224.

    13F-HR 0001172661-25-004305 filed by LeConte 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 59,747 shares
    Change vs previous 13F +24,962 shares

    4.01% of the 13F portfolio, value $5,926,902.

    13F-HR 0001172661-25-002599 filed by LeConte 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 34,785 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $3,440,932.

    13F-HR 0001172661-25-001789 filed by LeConte Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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