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Disclosery

REDW Wealth LLC: AGG position timeline

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

REDW Wealth LLC held 68,062 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,062 shares
    Change vs previous 13F -1,387 shares

    2.41% of the 13F portfolio, value $6,736,777.

    13F-HR 0001688931-26-000007 filed by REDW Wealth 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 69,449 shares
    Change vs previous 13F -2,134 shares

    2.75% of the 13F portfolio, value $6,894,202.

    13F-HR 0001688931-26-000005 filed by REDW Wealth 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 71,583 shares
    Change vs previous 13F -6,831 shares

    2.73% of the 13F portfolio, value $7,149,710.

    13F-HR 0001688931-26-000003 filed by REDW Wealth 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 78,414 shares
    Change vs previous 13F -47 shares

    2.97% of the 13F portfolio, value $7,861,004.

    13F-HR 0001688931-25-000012 filed by REDW Wealth 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 78,461 shares
    Change vs previous 13F -4,894 shares

    3.1% of the 13F portfolio, value $7,783,331.

    13F-HR 0001688931-25-000007 filed by REDW Wealth 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 83,355 shares
    Change vs previous 13F +10,906 shares

    3.07% of the 13F portfolio, value $8,245,477.

    13F-HR 0001688931-25-000005 filed by REDW Wealth 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 72,449 shares
    Change vs previous 13F +57,505 shares

    2.44% of the 13F portfolio, value $7,020,308.

    13F-HR 0001688931-25-000002 filed by REDW Wealth 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 14,944 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,513,379.

    13F-HR 0001688931-24-000014 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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