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MPWM ADVISORY SOLUTIONS, LLC: AGG position timeline

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

MPWM ADVISORY SOLUTIONS, LLC held 7,981 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,981 shares
    Change vs previous 13F +4 shares

    0.36% of the 13F portfolio, value $789,991.

    13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, 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 7,977 shares
    Change vs previous 13F +4,261 shares

    0.42% of the 13F portfolio, value $791,903.

    13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, 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 3,716 shares
    Change vs previous 13F -25 shares

    0.21% of the 13F portfolio, value $371,154.

    13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, 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 3,741 shares
    Change vs previous 13F +456 shares

    0.22% of the 13F portfolio, value $375,038.

    13F-HR 0002056693-25-000005 filed by MPWM ADVISORY SOLUTIONS, 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 3,285 shares
    Change vs previous 13F +1,765 shares

    0.21% of the 13F portfolio, value $325,872.

    13F-HR 0002056693-25-000003 filed by MPWM ADVISORY SOLUTIONS, 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 1,520 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $150,359.

    13F-HR 0002056693-25-000002 filed by MPWM ADVISORY SOLUTIONS, 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 1,520 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $147,290.

    13F-HR 0002056693-25-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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