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Randall & Associates Wealth Management: AGG position timeline

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

Randall & Associates Wealth Management held 40,042 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,042 shares
    Change vs previous 13F +1,739 shares

    2.45% of the 13F portfolio, value $3,963,357.

    13F-HR 0002011901-26-000003 filed by Randall & Associates Wealth Management
    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 38,303 shares
    Change vs previous 13F +1,629 shares

    2.56% of the 13F portfolio, value $3,802,339.

    13F-HR 0002011901-26-000002 filed by Randall & Associates Wealth Management
    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 36,674 shares
    Change vs previous 13F +1,427 shares

    2.54% of the 13F portfolio, value $3,662,999.

    13F-HR 0002011901-26-000001 filed by Randall & Associates Wealth Management
    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 35,247 shares
    Change vs previous 13F +3,733 shares

    2.57% of the 13F portfolio, value $3,533,512.

    13F-HR 0002011901-25-000008 filed by Randall & Associates Wealth Management
    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 31,514 shares
    Change vs previous 13F -261 shares

    2.4% of the 13F portfolio, value $3,126,189.

    13F-HR 0001085146-25-004041 filed by Randall & Associates Wealth Management
    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 31,775 shares
    Change vs previous 13F +1,816 shares

    2.59% of the 13F portfolio, value $3,143,183.

    13F-HR 0001085146-25-001977 filed by Randall & Associates Wealth Management
    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 29,959 shares
    Change vs previous 13F +640 shares

    2.41% of the 13F portfolio, value $2,903,027.

    13F-HR 0001085146-25-000221 filed by Randall & Associates Wealth Management
    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 29,319 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $2,969,135.

    13F-HR 0001085146-24-005418 filed by Randall & Associates Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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