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Disclosery

MFA Wealth Services: AGG position timeline

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

MFA Wealth Services held 12,790 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,790 shares
    Change vs previous 13F +398 shares

    0.76% of the 13F portfolio, value $1,265,928.

    13F-HR 0001754960-26-000585 filed by MFA Wealth Services
    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 12,392 shares
    Change vs previous 13F -16 shares

    0.81% of the 13F portfolio, value $1,230,143.

    13F-HR 0001754960-26-000297 filed by MFA Wealth Services
    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 12,408 shares
    Change vs previous 13F -122 shares

    0.84% of the 13F portfolio, value $1,239,332.

    13F-HR 0001754960-26-000075 filed by MFA Wealth Services
    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 12,530 shares
    Change vs previous 13F -188 shares

    0.87% of the 13F portfolio, value $1,256,157.

    13F-HR 0001754960-25-000793 filed by MFA Wealth Services
    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 12,718 shares
    Change vs previous 13F +270 shares

    0.95% of the 13F portfolio, value $1,261,623.

    13F-HR 0001754960-25-000478 filed by MFA Wealth Services
    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 12,448 shares
    Change vs previous 13F -2,731 shares

    1.01% of the 13F portfolio, value $1,231,326.

    13F-HR 0001754960-25-000207 filed by MFA Wealth Services
    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 15,179 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,470,799.

    13F-HR 0001754960-25-000045 filed by MFA Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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