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REICON WEALTH ADVISORS, LLC: AGG position timeline

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

REICON WEALTH ADVISORS, LLC held 34,495 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,495 shares
    Change vs previous 13F +16,343 shares

    2.13% of the 13F portfolio, value $3,414,315.

    13F-HR 0001398344-26-013051 filed by REICON WEALTH ADVISORS, 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 18,152 shares
    Change vs previous 13F +546 shares

    1.38% of the 13F portfolio, value $1,801,949.

    13F-HR 0001398344-26-008791 filed by REICON WEALTH ADVISORS, 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 17,606 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,758,487.

    13F-HR 0001398344-26-001728 filed by REICON WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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