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Tandem Wealth Advisors LLC: AGG position timeline

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

Tandem Wealth Advisors LLC held 235,324 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,324 shares
    Change vs previous 13F -108,600 shares

    9.27% of the 13F portfolio, value $23,292,400.

    13F-HR 0001842557-26-000003 filed by Tandem Wealth Advisors 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 343,924 shares
    Change vs previous 13F -24,422 shares

    15.22% of the 13F portfolio, value $34,141,332.

    13F-HR 0001842557-26-000002 filed by Tandem Wealth Advisors 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 368,346 shares
    Change vs previous 13F -33,995 shares

    19.16% of the 13F portfolio, value $42,727,228.

    13F-HR 0001842557-26-000001 filed by Tandem Wealth Advisors 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 402,341 shares
    Change vs previous 13F +28,056 shares

    19.18% of the 13F portfolio, value $40,334,726.

    13F-HR 0001842557-25-000002 filed by Tandem Wealth Advisors 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 374,285 shares
    Change vs previous 13F -21,433 shares

    18.36% of the 13F portfolio, value $37,129,046.

    13F-HR 0001986042-25-000014 filed by Tandem Wealth Advisors 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 395,718 shares
    Change vs previous 13F +1,174 shares

    20.47% of the 13F portfolio, value $39,132,909.

    13F-HR 0001986042-25-000007 filed by Tandem Wealth Advisors 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 394,544 shares
    Change vs previous 13F +29,609 shares

    19.51% of the 13F portfolio, value $38,231,326.

    13F-HR 0001986042-25-000005 filed by Tandem Wealth Advisors 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 364,935 shares
    Change vs previous 13F not available

    18.73% of the 13F portfolio, value $36,956,981.

    13F-HR 0001986042-24-000019 filed by Tandem Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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