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SAGESPRING WEALTH PARTNERS, LLC: AGG position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 982,632 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 982,632 shares
    Change vs previous 13F +52,956 shares

    1.49% of the 13F portfolio, value $97,260,944.

    13F-HR 0002056425-26-000006 filed by SAGESPRING 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 929,676 shares
    Change vs previous 13F -23,553,743 shares

    1.68% of the 13F portfolio, value $92,288,982.

    13F-HR 0002056425-26-000002 filed by SAGESPRING 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 24,483,419 shares
    Change vs previous 13F +58,325 shares

    1.82% of the 13F portfolio, value $100,227,344.

    13F-HR 0002056425-26-000001 filed by SAGESPRING 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 24,425,094 shares
    Change vs previous 13F -112,965 shares

    1.85% of the 13F portfolio, value $94,663,714.

    13F-HR 0002056425-25-000006 filed by SAGESPRING 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 24,538,059 shares
    Change vs previous 13F +1,052 shares

    2.26% of the 13F portfolio, value $105,126,794.

    13F-HR 0002056425-25-000004 filed by SAGESPRING 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 24,537,007 shares
    Change vs previous 13F -985,508 shares

    2.64% of the 13F portfolio, value $104,792,961.

    13F-HR 0002056425-25-000002 filed by SAGESPRING 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 25,522,515 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $117,741,353.

    13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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