Platte River Wealth Advisors, LLC: AGG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Platte River Wealth Advisors, LLC on AGG, newest first. How the timeline and the estimate are built.
Platte River Wealth Advisors, LLC held 7,445 AGG shares at 2024-09-30 per its 13F-HR filed 2024-10-07.
the latest 13F is the newest step
- period ended2024-09-3013F 7,445 sharesChange vs previous 13F -775 shares
0.2% of the 13F portfolio, value $753,955.
13F-HR 0001802013-24-000006 filed by Platte River Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 8,220 sharesChange vs previous 13F -685 shares
0.22% of the 13F portfolio, value $797,915.
13F-HR 0001802013-24-000004 filed by Platte River Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 8,905 sharesChange vs previous 13F -599 shares
0.25% of the 13F portfolio, value $872,156.
13F-HR 0001802013-24-000003 filed by Platte River Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 9,504 sharesChange vs previous 13F -1,075 shares
0.31% of the 13F portfolio, value $943,272.
13F-HR 0001802013-24-000001 filed by Platte River Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 10,579 sharesChange vs previous 13F +89 shares
0.36% of the 13F portfolio, value $994,849.
13F-HR 0001802013-23-000005 filed by Platte River Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 10,490 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $1,027,496.
13F-HR 0001802013-23-000004 filed by Platte River Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).