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Disclosery

Maia Wealth LLC: AGG position timeline

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

Maia Wealth LLC held 29,511 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 29,511 shares
    Change vs previous 13F +2,520 shares

    0.43% of the 13F portfolio, value $2,921,032.

    13F-HR 0002010858-26-000005 filed by Maia 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 26,991 shares
    Change vs previous 13F -1,939 shares

    0.45% of the 13F portfolio, value $2,679,384.

    13F-HR 0002010858-26-000004 filed by Maia 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 28,930 shares
    Change vs previous 13F -1,059 shares

    0.5% of the 13F portfolio, value $2,912,377.

    13F-HR 0002010858-26-000001 filed by Maia Wealth 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 29,989 shares
    Change vs previous 13F -971 shares

    0.51% of the 13F portfolio, value $3,003,648.

    13F-HR 0002010858-25-000006 filed by Maia Wealth 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 30,960 shares
    Change vs previous 13F +2,400 shares

    0.59% of the 13F portfolio, value $3,071,201.

    13F-HR 0002010858-25-000004 filed by Maia Wealth 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 28,560 shares
    Change vs previous 13F +1,239 shares

    0.63% of the 13F portfolio, value $2,787,711.

    13F-HR 0002010858-25-000003 filed by Maia Wealth 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 27,321 shares
    Change vs previous 13F +11,809 shares

    0.57% of the 13F portfolio, value $2,665,197.

    13F-HR 0002010858-25-000001 filed by Maia Wealth 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 15,512 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,532,477.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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