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VERUS WEALTH MANAGEMENT, LLC: AGG position timeline

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

VERUS WEALTH MANAGEMENT, LLC held 26,419 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,419 shares
    Change vs previous 13F +18,002 shares

    1.57% of the 13F portfolio, value $2,497,652.

    13F-HR 0002042938-26-000005 filed by VERUS WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,417 shares
    Change vs previous 13F +360 shares

    0.69% of the 13F portfolio, value $833,115.

    13F-HR 0002042938-26-000003 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,057 shares
    Change vs previous 13F +106 shares

    0.74% of the 13F portfolio, value $799,818.

    13F-HR 0002042938-26-000002 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,951 shares
    Change vs previous 13F +246 shares

    0.74% of the 13F portfolio, value $794,146.

    13F-HR 0002042938-26-000001 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,705 shares
    Change vs previous 13F -548 shares

    0.72% of the 13F portfolio, value $772,426.

    13F-HR 0002042938-25-000007 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,253 shares
    Change vs previous 13F +4,729 shares

    0.82% of the 13F portfolio, value $818,698.

    13F-HR 0002042938-25-000005 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,524 shares
    Change vs previous 13F -50 shares

    0.38% of the 13F portfolio, value $348,594.

    13F-HR 0002042938-25-000004 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 3,574 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $346,321.

    13F-HR/A 0002042938-25-000002 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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