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Retirement Wealth Solutions LLC: AGG position timeline

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

Retirement Wealth Solutions LLC held 28,035 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,035 shares
    Change vs previous 13F +1,411 shares

    1.4% of the 13F portfolio, value $2,650,434.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,624 shares
    Change vs previous 13F +2,204 shares

    1.45% of the 13F portfolio, value $2,635,280.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,420 shares
    Change vs previous 13F -168 shares

    1.53% of the 13F portfolio, value $2,424,191.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 24,588 shares
    Change vs previous 13F +2,171 shares

    1.55% of the 13F portfolio, value $2,455,852.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,417 shares
    Change vs previous 13F +19 shares

    1.48% of the 13F portfolio, value $2,247,295.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,398 shares
    Change vs previous 13F +807 shares

    1.62% of the 13F portfolio, value $2,221,890.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,591 shares
    Change vs previous 13F +116 shares

    1.72% of the 13F portfolio, value $2,135,783.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 21,475 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,060,360.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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