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Disclosery

Livet Wealth, LLC: AGG position timeline

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

Livet Wealth, LLC held 92,065 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,065 shares
    Change vs previous 13F +11,931 shares

    5.26% of the 13F portfolio, value $9,112,595.

    13F-HR 0002111409-26-000003 filed by Livet Wealth, 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 80,134 shares
    Change vs previous 13F +2,503 shares

    5.06% of the 13F portfolio, value $7,954,975.

    13F-HR 0002111409-26-000002 filed by Livet Wealth, 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 77,631 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $7,753,826.

    13F-HR 0002111409-26-000001 filed by Livet Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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