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McNaughton Wealth Management, LLC: AGG position timeline

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

McNaughton Wealth Management, LLC held 22,025 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,025 shares
    Change vs previous 13F -1,940 shares

    0.73% of the 13F portfolio, value $2,082,244.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,965 shares
    Change vs previous 13F +1,596 shares

    0.84% of the 13F portfolio, value $2,372,056.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, LLC
    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 22,369 shares
    Change vs previous 13F -1,882 shares

    0.92% of the 13F portfolio, value $2,220,571.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 24,251 shares
    Change vs previous 13F -741 shares

    1% of the 13F portfolio, value $2,422,190.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,992 shares
    Change vs previous 13F +200 shares

    1.06% of the 13F portfolio, value $2,505,448.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,792 shares
    Change vs previous 13F +2,814 shares

    1.1% of the 13F portfolio, value $2,459,366.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, LLC
    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 21,978 shares
    Change vs previous 13F -1,965 shares

    1.06% of the 13F portfolio, value $2,174,064.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,943 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,320,077.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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