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Disclosery

Tyler-Stone Wealth Management: AGG position timeline

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

Tyler-Stone Wealth Management held 12,232 AGG shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,232 shares
    Change vs previous 13F -530 shares

    0.2% of the 13F portfolio, value $1,213,440.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 12,762 shares
    Change vs previous 13F -390 shares

    0.23% of the 13F portfolio, value $1,262,440.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 13,152 shares
    Change vs previous 13F -500 shares

    0.23% of the 13F portfolio, value $1,274,458.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 13,652 shares
    Change vs previous 13F +6,815 shares

    0.26% of the 13F portfolio, value $1,382,564.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 6,837 shares
    Change vs previous 13F +1,311 shares

    0.27% of the 13F portfolio, value $663,680.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 5,526 shares
    Change vs previous 13F -355 shares

    0.24% of the 13F portfolio, value $541,251.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 5,881 shares
    Change vs previous 13F +822 shares

    0.29% of the 13F portfolio, value $583,682.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 5,059 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $476,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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