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Disclosery

Summit Wealth Group, LLC: AGG position timeline

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

Summit Wealth Group, LLC held 62,901 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 62,901 shares
    Change vs previous 13F -4,971 shares

    1.27% of the 13F portfolio, value $6,225,896.

    13F-HR 0001802865-26-000004 filed by Summit Wealth Group, 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 67,872 shares
    Change vs previous 13F -1,552 shares

    1.55% of the 13F portfolio, value $6,737,650.

    13F-HR 0001802865-26-000003 filed by Summit Wealth Group, 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 69,424 shares
    Change vs previous 13F +178 shares

    1.62% of the 13F portfolio, value $6,934,065.

    13F-HR 0001802865-26-000001 filed by Summit Wealth Group, 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 69,246 shares
    Change vs previous 13F -2,546 shares

    1.68% of the 13F portfolio, value $6,941,905.

    13F-HR 0001802865-25-000007 filed by Summit Wealth Group, 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 71,792 shares
    Change vs previous 13F -21,669 shares

    1.83% of the 13F portfolio, value $7,122,000.

    13F-HR 0001802865-25-000005 filed by Summit Wealth Group, 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 93,461 shares
    Change vs previous 13F -6,638 shares

    2.7% of the 13F portfolio, value $9,245,000.

    13F-HR 0001802865-25-000004 filed by Summit Wealth Group, 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 100,099 shares
    Change vs previous 13F -2,756 shares

    2.81% of the 13F portfolio, value $9,700,000.

    13F-HR 0001802865-25-000001 filed by Summit Wealth Group, 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 102,855 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $10,416,000.

    13F-HR 0001802865-24-000005 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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