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Legacy Wealth Management, LLC: AGG position timeline

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

Legacy Wealth Management, LLC held 37,783 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,783 shares
    Change vs previous 13F -2,975 shares

    0.2% of the 13F portfolio, value $3,739,761.

    13F-HR 0001488921-26-000004 filed by Legacy 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 40,758 shares
    Change vs previous 13F +1,815 shares

    0.24% of the 13F portfolio, value $4,046,047.

    13F-HR 0001488921-26-000002 filed by Legacy 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 38,943 shares
    Change vs previous 13F -1 shares

    0.22% of the 13F portfolio, value $3,889,627.

    13F-HR 0001488921-26-000001 filed by Legacy 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 38,944 shares
    Change vs previous 13F -670 shares

    0.23% of the 13F portfolio, value $3,904,136.

    13F-HR 0001085146-25-005904 filed by Legacy 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 39,614 shares
    Change vs previous 13F +3,160 shares

    0.24% of the 13F portfolio, value $3,929,709.

    13F-HR 0001085146-25-003950 filed by Legacy 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 36,454 shares
    Change vs previous 13F +1,635 shares

    0.24% of the 13F portfolio, value $3,606,030.

    13F-HR 0001085146-25-002331 filed by Legacy 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 34,819 shares
    Change vs previous 13F -3,694 shares

    0.22% of the 13F portfolio, value $3,373,961.

    13F-HR 0001085146-25-000375 filed by Legacy 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 38,513 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,900,212.

    13F-HR 0001085146-24-005129 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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