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Disclosery

MOTIVE WEALTH ADVISORS: AGG position timeline

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

MOTIVE WEALTH ADVISORS held 151,575 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,575 shares
    Change vs previous 13F +8,245 shares

    6.17% of the 13F portfolio, value $15,002,894.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 143,330 shares
    Change vs previous 13F -1,023 shares

    6.68% of the 13F portfolio, value $14,228,369.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 144,353 shares
    Change vs previous 13F +955 shares

    6.14% of the 13F portfolio, value $14,417,978.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 143,398 shares
    Change vs previous 13F -8,123 shares

    6.2% of the 13F portfolio, value $14,375,650.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 151,521 shares
    Change vs previous 13F +3,304 shares

    6.84% of the 13F portfolio, value $15,030,883.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 148,217 shares
    Change vs previous 13F +42,017 shares

    7.84% of the 13F portfolio, value $14,661,625.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 106,200 shares
    Change vs previous 13F +14,669 shares

    5.53% of the 13F portfolio, value $10,290,779.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 91,531 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $8,884,913.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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