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Disclosery

STEINBERGANNA WEALTH MANAGEMENT: AGG position timeline

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

STEINBERGANNA WEALTH MANAGEMENT held 17,870 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,870 shares
    Change vs previous 13F +687 shares

    0.72% of the 13F portfolio, value $1,768,762.

    13F-HR 0002089528-26-000003 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 17,183 shares
    Change vs previous 13F -473 shares

    0.82% of the 13F portfolio, value $1,705,761.

    13F-HR 0002089528-26-000002 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 17,656 shares
    Change vs previous 13F -145 shares

    0.83% of the 13F portfolio, value $1,763,453.

    13F-HR 0002089528-26-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 17,801 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,784,516.

    13F-HR 0002089528-25-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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