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One Wealth Management Investment & Advisory Services, LLC: AGG position timeline

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

One Wealth Management Investment & Advisory Services, LLC held 3,968 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,968 shares
    Change vs previous 13F +1,595 shares

    0.41% of the 13F portfolio, value $392,753.

    13F-HR 0002009427-26-000005 filed by One Wealth Management Investment & Advisory Services, 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 2,373 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $235,568.

    13F-HR 0002009427-26-000004 filed by One Wealth Management Investment & Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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