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Disclosery

Merited Wealth, LLC: AGG position timeline

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

Merited Wealth, LLC held 123,604 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 123,604 shares
    Change vs previous 13F +15,345 shares

    8.11% of the 13F portfolio, value $11,685,546.

    13F-HR 0001214659-26-012783 filed by Merited Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 108,259 shares
    Change vs previous 13F +48,517 shares

    7.58% of the 13F portfolio, value $10,715,431.

    13F-HR 0001214659-26-010438 filed by Merited 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 ended2026-03-31
    13F 59,742 shares
    Change vs previous 13F +30,107 shares

    4.92% of the 13F portfolio, value $5,930,576.

    13F-HR 0001214659-26-005067 filed by Merited 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 ended2025-12-31
    13F 29,635 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $2,959,947.

    13F-HR 0001214659-26-003829 filed by Merited Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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