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McGlone Suttner Wealth Management, Inc.: AGG position timeline

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

McGlone Suttner Wealth Management, Inc. held 146,827 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 146,827 shares
    Change vs previous 13F +6,111 shares

    1.61% of the 13F portfolio, value $13,881,056.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 140,716 shares
    Change vs previous 13F +10,126 shares

    1.63% of the 13F portfolio, value $13,928,094.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 130,590 shares
    Change vs previous 13F +7,950 shares

    1.72% of the 13F portfolio, value $12,963,715.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 122,640 shares
    Change vs previous 13F +5,563 shares

    1.65% of the 13F portfolio, value $12,249,279.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 117,077 shares
    Change vs previous 13F +2,506 shares

    1.64% of the 13F portfolio, value $11,737,017.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 114,571 shares
    Change vs previous 13F +4,889 shares

    1.72% of the 13F portfolio, value $11,365,397.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 109,682 shares
    Change vs previous 13F +4,696 shares

    1.78% of the 13F portfolio, value $10,849,728.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 104,986 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $10,173,142.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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