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LongView Wealth Management: AGG position timeline

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

LongView Wealth Management held 25,831 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,831 shares
    Change vs previous 13F +1,878 shares

    0.66% of the 13F portfolio, value $2,556,733.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 23,953 shares
    Change vs previous 13F +5 shares

    0.6% of the 13F portfolio, value $2,390,021.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 23,948 shares
    Change vs previous 13F +2,009 shares

    0.58% of the 13F portfolio, value $2,397,461.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 21,939 shares
    Change vs previous 13F +6,442 shares

    0.6% of the 13F portfolio, value $2,199,348.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 15,497 shares
    Change vs previous 13F +2,802 shares

    0.47% of the 13F portfolio, value $1,537,301.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 12,695 shares
    Change vs previous 13F +82 shares

    0.38% of the 13F portfolio, value $1,255,752.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 12,613 shares
    Change vs previous 13F -1,834 shares

    0.37% of the 13F portfolio, value $1,222,234.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 14,447 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,463,040.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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