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Disclosery

Simplicity Wealth,LLC: AGG position timeline

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

Simplicity Wealth,LLC held 86,237 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,237 shares
    Change vs previous 13F +33,128 shares

    0.29% of the 13F portfolio, value $8,535,771.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 53,109 shares
    Change vs previous 13F +18,832 shares

    0.3% of the 13F portfolio, value $5,272,128.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 34,277 shares
    Change vs previous 13F +1,672 shares

    0.2% of the 13F portfolio, value $3,423,605.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 32,605 shares
    Change vs previous 13F -9,405 shares

    0.19% of the 13F portfolio, value $3,268,684.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 42,010 shares
    Change vs previous 13F -22,826 shares

    0.17% of the 13F portfolio, value $4,167,363.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 64,836 shares
    Change vs previous 13F +61,377 shares

    0.5% of the 13F portfolio, value $6,413,610.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 3,459 shares
    Change vs previous 13F -46,386 shares

    0.07% of the 13F portfolio, value $335,177.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 49,845 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,047,851.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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