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Litman Gregory Wealth Management LLC: AGG position timeline

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

Litman Gregory Wealth Management LLC held 165,573 AGG shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 165,573 shares
    Change vs previous 13F +150,969 shares

    1.21% of the 13F portfolio, value $16,537,450.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 14,604 shares
    Change vs previous 13F -390 shares

    0.11% of the 13F portfolio, value $1,464,070.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 14,994 shares
    Change vs previous 13F -244 shares

    0.12% of the 13F portfolio, value $1,487,424.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 15,238 shares
    Change vs previous 13F -2,713 shares

    0.13% of the 13F portfolio, value $1,507,362.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 17,951 shares
    Change vs previous 13F -11,693 shares

    0.15% of the 13F portfolio, value $1,739,471.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 29,644 shares
    Change vs previous 13F -13,228 shares

    0.25% of the 13F portfolio, value $3,002,025.

    13F-HR 0001214659-24-017769 filed by Litman Gregory 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 ended2024-06-30
    13F 42,872 shares
    Change vs previous 13F +2,605 shares

    0.37% of the 13F portfolio, value $4,161,543.

    13F-HR 0001214659-24-013144 filed by Litman Gregory 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 ended2024-03-31
    13F 40,267 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,943,780.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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