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PLANWISER FINANCIAL, LLC: AGG position timeline

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

PLANWISER FINANCIAL, LLC held 5,721 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 5,721 shares
    Change vs previous 13F -1,595 shares

    0.39% of the 13F portfolio, value $566,265.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 7,316 shares
    Change vs previous 13F -14,392 shares

    0.53% of the 13F portfolio, value $728,789.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 21,708 shares
    Change vs previous 13F +15,604 shares

    1.62% of the 13F portfolio, value $2,170,848.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 6,104 shares
    Change vs previous 13F -2,429 shares

    0.49% of the 13F portfolio, value $610,928.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 8,533 shares
    Change vs previous 13F +2,413 shares

    0.72% of the 13F portfolio, value $838,928.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 6,120 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $600,801.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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