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Disclosery

Schwallier Wealth Management LLC: AGGY position timeline

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

Schwallier Wealth Management LLC held 0 AGGY shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,755 shares

    13F-HR 0001934951-26-000001 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 4,755 shares
    Change vs previous 13F -13,996 shares

    0.13% of the 13F portfolio, value $210,515.

    13F-HR 0001934951-25-000004 filed by Schwallier 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 ended2025-06-30
    13F 18,751 shares
    Change vs previous 13F -29,537 shares

    0.5% of the 13F portfolio, value $818,126.

    13F-HR 0001934951-25-000001 filed by Schwallier 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 ended2025-03-31
    13F 48,288 shares
    Change vs previous 13F -210,818 shares

    1.55% of the 13F portfolio, value $2,097,159.

    13F-HR 0001934951-25-000002 filed by Schwallier 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 ended2024-12-31
    13F 259,106 shares
    Change vs previous 13F +5,834 shares

    8.46% of the 13F portfolio, value $11,120,815.

    13F-HR 0001807270-25-000002 filed by Schwallier 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 ended2024-09-30
    13F 253,272 shares
    Change vs previous 13F not available

    8.1% of the 13F portfolio, value $11,323,800.

    13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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