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PURSUIT WEALTH STRATEGIES, LLC: AGG position timeline

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

PURSUIT WEALTH STRATEGIES, LLC held 44,355 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,355 shares
    Change vs previous 13F +2,113 shares

    5.71% of the 13F portfolio, value $4,390,301.

    13F-HR 0001398344-26-014319 filed by PURSUIT WEALTH STRATEGIES, 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 42,242 shares
    Change vs previous 13F +2,590 shares

    5.83% of the 13F portfolio, value $4,193,340.

    13F-HR 0001398344-26-009212 filed by PURSUIT WEALTH STRATEGIES, 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 39,652 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $3,960,413.

    13F-HR 0001398344-26-007135 filed by PURSUIT WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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