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RWA WEALTH PARTNERS, LLC: AGG position timeline

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

RWA WEALTH PARTNERS, LLC held 9,219,241 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,219,241 shares
    Change vs previous 13F +572,822 shares

    8.74% of the 13F portfolio, value $912,520,468.

    13F-HR 0001544576-26-000005 filed by RWA WEALTH PARTNERS, 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 8,646,419 shares
    Change vs previous 13F +660,382 shares

    9.39% of the 13F portfolio, value $858,329,967.

    13F-HR 0001544576-26-000004 filed by RWA WEALTH PARTNERS, 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 7,986,037 shares
    Change vs previous 13F +842,458 shares

    8.72% of the 13F portfolio, value $797,645,309.

    13F-HR 0001544576-26-000001 filed by RWA WEALTH PARTNERS, 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 7,143,579 shares
    Change vs previous 13F +508,931 shares

    8.13% of the 13F portfolio, value $716,143,725.

    13F-HR 0001544576-25-000007 filed by RWA WEALTH PARTNERS, 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 6,634,648 shares
    Change vs previous 13F +1,718,285 shares

    8.24% of the 13F portfolio, value $658,157,032.

    13F-HR 0001544576-25-000005 filed by RWA WEALTH PARTNERS, 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 4,916,363 shares
    Change vs previous 13F +4,859,427 shares

    6.13% of the 13F portfolio, value $486,326,619.

    13F-HR 0001544576-25-000004 filed by RWA WEALTH PARTNERS, 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 56,936 shares
    Change vs previous 13F -24,885 shares

    0.07% of the 13F portfolio, value $5,517,053.

    13F-HR 0001544576-25-000001 filed by RWA WEALTH PARTNERS, 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 81,821 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,285,939.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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