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Disclosery

Trajan Wealth LLC: AGG position timeline

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

Trajan Wealth LLC held 1,349,489 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 1,349,489 shares
    Change vs previous 13F +37,821 shares

    5.04% of the 13F portfolio, value $133,572,384.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 1,311,668 shares
    Change vs previous 13F +34,183 shares

    5.26% of the 13F portfolio, value $130,209,228.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 1,277,485 shares
    Change vs previous 13F +13,932 shares

    5.32% of the 13F portfolio, value $127,595,172.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 1,263,553 shares
    Change vs previous 13F -25,133 shares

    5.47% of the 13F portfolio, value $126,671,144.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 1,288,686 shares
    Change vs previous 13F +42,957 shares

    6.25% of the 13F portfolio, value $127,837,643.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 1,245,729 shares
    Change vs previous 13F +210,925 shares

    6.72% of the 13F portfolio, value $123,227,471.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 1,034,804 shares
    Change vs previous 13F +44,882 shares

    5.55% of the 13F portfolio, value $100,272,531.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 989,922 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $100,249,411.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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