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Disclosery

RKL Wealth Management LLC: AGG position timeline

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

RKL Wealth Management LLC held 63,551 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,551 shares
    Change vs previous 13F -875 shares

    0.5% of the 13F portfolio, value $6,290,245.

    13F-HR 0001604723-26-000003 filed by RKL Wealth Management 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 64,426 shares
    Change vs previous 13F -2,211 shares

    0.58% of the 13F portfolio, value $6,395,553.

    13F-HR 0001604723-26-000002 filed by RKL Wealth Management 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 66,637 shares
    Change vs previous 13F +549 shares

    0.55% of the 13F portfolio, value $6,655,707.

    13F-HR 0001604723-26-000001 filed by RKL Wealth Management 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 66,088 shares
    Change vs previous 13F +1,233 shares

    0.56% of the 13F portfolio, value $6,625,329.

    13F-HR 0001604723-25-000003 filed by RKL Wealth Management 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 64,855 shares
    Change vs previous 13F +13,709 shares

    0.57% of the 13F portfolio, value $6,433,627.

    13F-HR 0001085146-25-003973 filed by RKL Wealth Management 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 51,146 shares
    Change vs previous 13F +3,024 shares

    0.48% of the 13F portfolio, value $5,059,363.

    13F-HR 0001085146-25-002364 filed by RKL Wealth Management 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 48,122 shares
    Change vs previous 13F +4,978 shares

    0.42% of the 13F portfolio, value $4,662,993.

    13F-HR 0001085146-25-000869 filed by RKL Wealth Management 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 43,144 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,369,165.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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