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Disclosery

Rothschild Wealth LLC: AGG position timeline

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

Rothschild Wealth LLC held 160,324 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 160,324 shares
    Change vs previous 13F +3,091 shares

    1.27% of the 13F portfolio, value $15,868,826.

    13F-HR 0001104659-26-093815 filed by Rothschild 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 157,233 shares
    Change vs previous 13F +20,523 shares

    1.41% of the 13F portfolio, value $15,608,520.

    13F-HR 0001104659-26-055991 filed by Rothschild 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/A 136,710 shares
    Change vs previous 13F +17,399 shares

    1.31% of the 13F portfolio, value $13,654,556.

    13F-HR/A 0001104659-26-015620 filed by Rothschild 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 119,311 shares
    Change vs previous 13F +5,733 shares

    2.61% of the 13F portfolio, value $11,960,930.

    13F-HR 0001104659-25-112060 filed by Rothschild 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 113,578 shares
    Change vs previous 13F +12,937 shares

    2.76% of the 13F portfolio, value $11,266,920.

    13F-HR 0001104659-25-077736 filed by Rothschild 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 100,641 shares
    Change vs previous 13F +13,252 shares

    2.79% of the 13F portfolio, value $9,955,418.

    13F-HR 0001104659-25-049217 filed by Rothschild 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 87,389 shares
    Change vs previous 13F +60,734 shares

    2.48% of the 13F portfolio, value $8,467,994.

    13F-HR 0001104659-25-013068 filed by Rothschild 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 26,655 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,661,140.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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