Skip to content
Disclosery

Navigation Wealth Management, Inc.: AGG position timeline

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

Navigation Wealth Management, Inc. held 20,847 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,847 shares
    Change vs previous 13F +796 shares

    2.84% of the 13F portfolio, value $2,063,436.

    13F-HR 0001839930-26-000003 filed by Navigation Wealth Management, Inc.
    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 20,051 shares
    Change vs previous 13F +2,066 shares

    7.17% of the 13F portfolio, value $1,990,463.

    13F-HR 0001839930-26-000002 filed by Navigation Wealth Management, Inc.
    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 17,985 shares
    Change vs previous 13F +1,032 shares

    2.67% of the 13F portfolio, value $1,796,342.

    13F-HR 0001839930-26-000001 filed by Navigation Wealth Management, Inc.
    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 16,953 shares
    Change vs previous 13F +2,696 shares

    2.5% of the 13F portfolio, value $1,699,369.

    13F-HR 0001839930-25-000002 filed by Navigation Wealth Management, Inc.
    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 14,257 shares
    Change vs previous 13F +11,947 shares

    2.08% of the 13F portfolio, value $1,414,294.

    13F-HR 0001085146-25-003696 filed by Navigation Wealth Management, Inc.
    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 2,310 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $228,584.

    13F-HR 0001085146-25-001974 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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