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North Berkeley Wealth Management, LLC: AGG position timeline

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

North Berkeley Wealth Management, LLC held 163,252 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,252 shares
    Change vs previous 13F +74,139 shares

    6.53% of the 13F portfolio, value $16,158,701.

    13F-HR 0001172661-26-002865 filed by North Berkeley 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 89,113 shares
    Change vs previous 13F +50,803 shares

    4.68% of the 13F portfolio, value $8,846,204.

    13F-HR 0001172661-26-002248 filed by North Berkeley 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 38,310 shares
    Change vs previous 13F +15,356 shares

    2.26% of the 13F portfolio, value $3,826,359.

    13F-HR 0001172661-26-000580 filed by North Berkeley 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 22,954 shares
    Change vs previous 13F -673 shares

    1.82% of the 13F portfolio, value $2,301,144.

    13F-HR 0001172661-25-004580 filed by North Berkeley 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 23,627 shares
    Change vs previous 13F +2,929 shares

    2.15% of the 13F portfolio, value $2,343,775.

    13F-HR 0001172661-25-003212 filed by North Berkeley 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 20,698 shares
    Change vs previous 13F +3,339 shares

    2.13% of the 13F portfolio, value $2,047,464.

    13F-HR 0001172661-25-003209 filed by North Berkeley 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 17,359 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $1,682,089.

    13F-HR 0001172661-25-001380 filed by North Berkeley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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