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UNIQUE WEALTH, LLC: AGG position timeline

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

UNIQUE WEALTH, LLC held 330,744 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,744 shares
    Change vs previous 13F -4,791 shares

    3.82% of the 13F portfolio, value $32,737,041.

    13F-HR 0001957124-26-000003 filed by UNIQUE 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 335,535 shares
    Change vs previous 13F +3,369 shares

    4.61% of the 13F portfolio, value $33,308,568.

    13F-HR 0001957124-26-000002 filed by UNIQUE 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 332,166 shares
    Change vs previous 13F +28,969 shares

    4.63% of the 13F portfolio, value $33,176,761.

    13F-HR 0001957124-26-000001 filed by UNIQUE 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 303,197 shares
    Change vs previous 13F +5,174 shares

    4.46% of the 13F portfolio, value $30,395,458.

    13F-HR 0001957124-25-000007 filed by UNIQUE 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 298,023 shares
    Change vs previous 13F +9,455 shares

    4.77% of the 13F portfolio, value $29,563,836.

    13F-HR 0001957124-25-000003 filed by UNIQUE 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 288,568 shares
    Change vs previous 13F +17,080 shares

    5.39% of the 13F portfolio, value $28,545,148.

    13F-HR 0001957124-25-000002 filed by UNIQUE 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 271,488 shares
    Change vs previous 13F +49,814 shares

    5.48% of the 13F portfolio, value $26,307,188.

    13F-HR 0001957124-25-000001 filed by UNIQUE 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 221,674 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $22,448,925.

    13F-HR 0001957124-24-000007 filed by UNIQUE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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