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Disclosery

NDWM LLC: AGG position timeline

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

NDWM LLC held 127,840 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 127,840 shares
    Change vs previous 13F +8,710 shares

    7.43% of the 13F portfolio, value $12,653,599.

    13F-HR 0001818386-26-000003 filed by NDWM 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 119,130 shares
    Change vs previous 13F +86,926 shares

    7.67% of the 13F portfolio, value $11,825,994.

    13F-HR 0001818386-26-000002 filed by NDWM 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 32,204 shares
    Change vs previous 13F +2,214 shares

    2.13% of the 13F portfolio, value $3,216,531.

    13F-HR 0001818386-26-000001 filed by NDWM 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 29,990 shares
    Change vs previous 13F +1,496 shares

    2.04% of the 13F portfolio, value $3,006,525.

    13F-HR 0001818386-25-000002 filed by NDWM 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 28,494 shares
    Change vs previous 13F +1,612 shares

    2.07% of the 13F portfolio, value $2,826,593.

    13F-HR 0001085146-25-004375 filed by NDWM 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 26,882 shares
    Change vs previous 13F +10,638 shares

    2.6% of the 13F portfolio, value $2,659,130.

    13F-HR 0001085146-25-002557 filed by NDWM 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 16,244 shares
    Change vs previous 13F +3,745 shares

    1.32% of the 13F portfolio, value $1,574,019.

    13F-HR 0001085146-25-000799 filed by NDWM 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 12,499 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,265,819.

    13F-HR 0001085146-24-005053 filed by NDWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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