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Quotient Wealth Partners, LLC: AGG position timeline

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

Quotient Wealth Partners, LLC held 1,944,130 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,944,130 shares
    Change vs previous 13F +63,998 shares

    4.54% of the 13F portfolio, value $192,429,952.

    13F-HR 0002004904-26-000004 filed by Quotient Wealth Partners, 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 1,880,132 shares
    Change vs previous 13F -441,305 shares

    4.91% of the 13F portfolio, value $186,640,715.

    13F-HR 0002004904-26-000003 filed by Quotient Wealth Partners, 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 2,321,437 shares
    Change vs previous 13F +142,276 shares

    6.17% of the 13F portfolio, value $231,865,171.

    13F-HR 0002004904-26-000001 filed by Quotient Wealth Partners, 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 2,179,161 shares
    Change vs previous 13F +116,027 shares

    5.98% of the 13F portfolio, value $218,460,885.

    13F-HR 0002004904-25-000008 filed by Quotient Wealth Partners, 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 2,063,134 shares
    Change vs previous 13F +46,946 shares

    6.02% of the 13F portfolio, value $204,662,874.

    13F-HR 0002004904-25-000005 filed by Quotient Wealth Partners, 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 2,016,188 shares
    Change vs previous 13F -430,995 shares

    6.37% of the 13F portfolio, value $199,441,358.

    13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, 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 2,447,183 shares
    Change vs previous 13F +80,616 shares

    7.76% of the 13F portfolio, value $237,132,007.

    13F-HR 0002004904-25-000002 filed by Quotient Wealth Partners, 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 2,366,567 shares
    Change vs previous 13F not available

    7.88% of the 13F portfolio, value $239,662,225.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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