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Disclosery

LPWM LLC: AGG position timeline

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

LPWM LLC held 60,164 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,164 shares
    Change vs previous 13F +551 shares

    1.32% of the 13F portfolio, value $5,955,033.

    13F-HR 0001951757-26-001044 filed by LPWM 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 59,613 shares
    Change vs previous 13F +20,688 shares

    1.49% of the 13F portfolio, value $5,917,783.

    13F-HR 0001951757-26-000557 filed by LPWM 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 38,925 shares
    Change vs previous 13F +4,735 shares

    0.98% of the 13F portfolio, value $3,887,829.

    13F-HR 0001951757-26-000010 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 34,190 shares
    Change vs previous 13F +1,592 shares

    0.91% of the 13F portfolio, value $3,427,548.

    13F-HR 0001951757-25-001174 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 32,598 shares
    Change vs previous 13F -677 shares

    0.94% of the 13F portfolio, value $3,233,722.

    13F-HR 0001951757-25-000587 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 33,275 shares
    Change vs previous 13F -70,035 shares

    1.06% of the 13F portfolio, value $3,291,563.

    13F-HR 0001951757-25-000345 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 103,310 shares
    Change vs previous 13F -72,237 shares

    3.22% of the 13F portfolio, value $10,010,739.

    13F-HR 0001951757-25-000018 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 175,547 shares
    Change vs previous 13F not available

    5.78% of the 13F portfolio, value $17,661,784.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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