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Disclosery

Legacy Wealth Partners, LLC: AGG position timeline

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

Legacy Wealth Partners, LLC held 478,994 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 478,994 shares
    Change vs previous 13F -2,295 shares

    10.65% of the 13F portfolio, value $47,410,830.

    13F-HR 0002066638-26-000004 filed by Legacy Wealth Partners, 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 481,289 shares
    Change vs previous 13F -21,551 shares

    11.98% of the 13F portfolio, value $47,777,522.

    13F-HR 0002066638-26-000003 filed by Legacy Wealth Partners, 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 502,840 shares
    Change vs previous 13F not available

    13% of the 13F portfolio, value $50,223,621.

    13F-HR 0002066638-26-000002 filed by Legacy Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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