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Tanager Wealth Management LLP: AGG position timeline

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

Tanager Wealth Management LLP held 227,275 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,275 shares
    Change vs previous 13F -25,294 shares

    1.96% of the 13F portfolio, value $22,495,633.

    13F-HR 0002085853-26-000832 filed by Tanager Wealth Management LLP
    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 252,569 shares
    Change vs previous 13F -22,634 shares

    2.43% of the 13F portfolio, value $25,072,484.

    13F-HR 0002085853-26-000423 filed by Tanager Wealth Management LLP
    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 275,203 shares
    Change vs previous 13F +8,027 shares

    2.74% of the 13F portfolio, value $27,487,233.

    13F-HR 0002085853-26-000090 filed by Tanager Wealth Management LLP
    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 267,176 shares
    Change vs previous 13F -18,840 shares

    2.81% of the 13F portfolio, value $26,784,420.

    13F-HR 0002085853-25-000151 filed by Tanager Wealth Management LLP
    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 286,016 shares
    Change vs previous 13F -59,034 shares

    3.35% of the 13F portfolio, value $28,372,796.

    13F-HR 0001667731-25-000880 filed by Tanager Wealth Management LLP
    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 345,050 shares
    Change vs previous 13F -1,158 shares

    4.44% of the 13F portfolio, value $34,132,355.

    13F-HR 0001667731-25-000519 filed by Tanager Wealth Management LLP
    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 346,208 shares
    Change vs previous 13F +178,347 shares

    4.35% of the 13F portfolio, value $33,547,564.

    13F-HR 0001667731-25-000131 filed by Tanager Wealth Management LLP
    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 167,861 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $16,999,293.

    13F-HR 0001892929-24-000005 filed by Tanager Wealth Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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