Skip to content
Disclosery

Smith & Howard Wealth Management, LLC: AGG position timeline

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

Smith & Howard Wealth Management, LLC held 161,324 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 161,324 shares
    Change vs previous 13F +30,658 shares

    3.28% of the 13F portfolio, value $15,967,850.

    13F-HR 0001398344-26-013293 filed by Smith & Howard Wealth Management, 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 130,666 shares
    Change vs previous 13F -927 shares

    2.8% of the 13F portfolio, value $12,971,214.

    13F-HR 0001398344-26-007266 filed by Smith & Howard 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 ended2025-12-31
    13F 131,593 shares
    Change vs previous 13F -5,245 shares

    3.01% of the 13F portfolio, value $13,143,509.

    13F-HR 0001398344-26-001931 filed by Smith & Howard 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 ended2025-09-30
    13F 136,838 shares
    Change vs previous 13F -1,710 shares

    3.2% of the 13F portfolio, value $13,718,010.

    13F-HR 0001398344-25-020714 filed by Smith & Howard 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 ended2025-06-30
    13F 138,548 shares
    Change vs previous 13F -574,697 shares

    3.49% of the 13F portfolio, value $13,743,962.

    13F-HR 0001398344-25-013169 filed by Smith & Howard 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 ended2025-03-31
    13F 713,245 shares
    Change vs previous 13F +102,609 shares

    19.28% of the 13F portfolio, value $70,554,188.

    13F-HR 0001398344-25-007512 filed by Smith & Howard Wealth Management, 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 610,636 shares
    Change vs previous 13F +17,152 shares

    16.75% of the 13F portfolio, value $59,170,621.

    13F-HR 0001398344-25-002254 filed by Smith & Howard Wealth Management, 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 593,484 shares
    Change vs previous 13F not available

    16.91% of the 13F portfolio, value $60,102,117.

    13F-HR 0001398344-24-019264 filed by Smith & Howard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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