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PARTNERS WEALTH MANAGEMENT, LLC: AGOX position timeline

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

PARTNERS WEALTH MANAGEMENT, LLC held 221,209 AGOX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,209 shares
    Change vs previous 13F +9,033 shares

    7.52% of the 13F portfolio, value $7,667,111.

    13F-HR 0001214659-26-008734 filed by PARTNERS 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 212,176 shares
    Change vs previous 13F -19,494 shares

    5.82% of the 13F portfolio, value $5,648,115.

    13F-HR 0001214659-26-005027 filed by PARTNERS 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 231,670 shares
    Change vs previous 13F +3,514 shares

    6.91% of the 13F portfolio, value $6,616,493.

    13F-HR 0001214659-26-000618 filed by PARTNERS 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 228,156 shares
    Change vs previous 13F +45,034 shares

    6.91% of the 13F portfolio, value $7,003,535.

    13F-HR 0001214659-25-015484 filed by PARTNERS 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 183,122 shares
    Change vs previous 13F 0 shares

    5.08% of the 13F portfolio, value $4,464,503.

    13F-HR 0001214659-25-010743 filed by PARTNERS 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 183,122 shares
    Change vs previous 13F +3,234 shares

    5.08% of the 13F portfolio, value $4,480,178.

    13F-HR 0001214659-25-006036 filed by PARTNERS 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 179,888 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $4,885,375.

    13F-HR 0001214659-25-001854 filed by PARTNERS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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