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Perigon Wealth Management, LLC: AGG position timeline

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

Perigon Wealth Management, LLC held 363,971 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 363,971 shares
    Change vs previous 13F +26,738 shares

    0.57% of the 13F portfolio, value $36,025,874.

    13F-HR 0001951757-26-001189 filed by Perigon 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 337,233 shares
    Change vs previous 13F +50,572 shares

    0.61% of the 13F portfolio, value $33,477,111.

    13F-HR 0001951757-26-000567 filed by Perigon 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 286,661 shares
    Change vs previous 13F +14,274 shares

    0.51% of the 13F portfolio, value $28,631,661.

    13F-HR 0001951757-26-000202 filed by Perigon 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 272,387 shares
    Change vs previous 13F -21,755 shares

    0.56% of the 13F portfolio, value $27,306,773.

    13F-HR 0001951757-25-001161 filed by Perigon 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 294,142 shares
    Change vs previous 13F +26,462 shares

    0.68% of the 13F portfolio, value $29,178,852.

    13F-HR 0001951757-25-000869 filed by Perigon 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 267,680 shares
    Change vs previous 13F +20,434 shares

    0.68% of the 13F portfolio, value $26,478,886.

    13F-HR 0001951757-25-000439 filed by Perigon 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 247,246 shares
    Change vs previous 13F -43,464 shares

    0.59% of the 13F portfolio, value $23,963,100.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 290,710 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $29,440,149.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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