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Disclosery

MTC Wealth Management LLC: AGG position timeline

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

MTC Wealth Management LLC held 447,318 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 447,318 shares
    Change vs previous 13F -1,869 shares

    19.86% of the 13F portfolio, value $44,275,551.

    13F-HR 0001821455-26-000006 filed by MTC Wealth Management 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 449,187 shares
    Change vs previous 13F +36,723 shares

    21.18% of the 13F portfolio, value $44,590,827.

    13F-HR 0001821455-26-000004 filed by MTC Wealth Management 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 412,464 shares
    Change vs previous 13F -3,300 shares

    19.33% of the 13F portfolio, value $41,196,890.

    13F-HR 0001821455-26-000002 filed by MTC Wealth Management 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 415,764 shares
    Change vs previous 13F -2,500 shares

    19.41% of the 13F portfolio, value $41,680,389.

    13F-HR 0001821455-25-000005 filed by MTC Wealth Management 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 418,264 shares
    Change vs previous 13F -13,682 shares

    19.94% of the 13F portfolio, value $41,491,792.

    13F-HR 0001667731-25-001014 filed by MTC Wealth Management 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 431,946 shares
    Change vs previous 13F -16,671 shares

    20.99% of the 13F portfolio, value $42,728,094.

    13F-HR 0001667731-25-000584 filed by MTC Wealth Management 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 448,617 shares
    Change vs previous 13F -2,157 shares

    20.93% of the 13F portfolio, value $43,470,957.

    13F-HR 0001667731-25-000181 filed by MTC Wealth Management 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 450,774 shares
    Change vs previous 13F not available

    20.64% of the 13F portfolio, value $45,649,926.

    13F-HR 0001667731-24-000680 filed by MTC Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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