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MN Wealth Advisors, LLC: AGG position timeline

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

MN Wealth Advisors, LLC held 2,381 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,381 shares
    Change vs previous 13F +92 shares

    0.1% of the 13F portfolio, value $235,671.

    13F-HR 0001992972-26-000004 filed by MN Wealth Advisors, 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 2,289 shares
    Change vs previous 13F -72,147 shares

    0.11% of the 13F portfolio, value $227,271.

    13F-HR 0001992972-26-000002 filed by MN Wealth Advisors, 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 74,436 shares
    Change vs previous 13F +2,816 shares

    3.76% of the 13F portfolio, value $7,434,716.

    13F-HR 0001992972-26-000001 filed by MN Wealth Advisors, 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 71,620 shares
    Change vs previous 13F +3,692 shares

    3.84% of the 13F portfolio, value $7,179,952.

    13F-HR 0001992972-25-000007 filed by MN Wealth Advisors, 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 67,928 shares
    Change vs previous 13F +32,201 shares

    3.92% of the 13F portfolio, value $6,738,488.

    13F-HR 0001992972-25-000005 filed by MN Wealth Advisors, 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 35,727 shares
    Change vs previous 13F -1,048 shares

    2.08% of the 13F portfolio, value $3,534,206.

    13F-HR 0001992972-25-000002 filed by MN Wealth Advisors, 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 36,775 shares
    Change vs previous 13F +3,713 shares

    2.01% of the 13F portfolio, value $3,563,538.

    13F-HR 0001992972-25-000001 filed by MN Wealth Advisors, 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 33,062 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $3,348,289.

    13F-HR 0001992972-24-000004 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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