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TRUE Private Wealth Advisors: AGZ position timeline

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

TRUE Private Wealth Advisors held 18,258 AGZ 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 18,258 shares
    Change vs previous 13F -391 shares

    0.17% of the 13F portfolio, value $1,995,208.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 18,649 shares
    Change vs previous 13F -2,076 shares

    0.2% of the 13F portfolio, value $2,046,058.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 20,725 shares
    Change vs previous 13F -899 shares

    0.23% of the 13F portfolio, value $2,284,896.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 21,624 shares
    Change vs previous 13F -2,945 shares

    0.24% of the 13F portfolio, value $2,386,700.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 24,569 shares
    Change vs previous 13F -380,380 shares

    0.3% of the 13F portfolio, value $2,695,189.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 404,949 shares
    Change vs previous 13F -339,404 shares

    5.38% of the 13F portfolio, value $44,317,651.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 744,353 shares
    Change vs previous 13F -7,336 shares

    9.75% of the 13F portfolio, value $80,360,408.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 751,689 shares
    Change vs previous 13F not available

    9.9% of the 13F portfolio, value $82,986,516.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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