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Lineweaver Wealth Advisors, LLC: AGG position timeline

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

Lineweaver Wealth Advisors, LLC held 391,692 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 391,692 shares
    Change vs previous 13F +13,101 shares

    4.29% of the 13F portfolio, value $37,030,537.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 378,591 shares
    Change vs previous 13F +11,048 shares

    4.45% of the 13F portfolio, value $37,472,963.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, 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 367,543 shares
    Change vs previous 13F +20,260 shares

    4.92% of the 13F portfolio, value $36,486,018.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, 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 347,283 shares
    Change vs previous 13F +15,244 shares

    4.73% of the 13F portfolio, value $34,686,616.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, 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 332,039 shares
    Change vs previous 13F +54,013 shares

    4.88% of the 13F portfolio, value $33,286,921.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, 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 278,026 shares
    Change vs previous 13F +19,446 shares

    4.36% of the 13F portfolio, value $27,580,155.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, 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 258,580 shares
    Change vs previous 13F +21,974 shares

    4.36% of the 13F portfolio, value $25,579,833.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, 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 236,606 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $22,936,281.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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