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Disclosery

Waldron Private Wealth LLC: AGG position timeline

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

Waldron Private Wealth LLC held 22,343 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,343 shares
    Change vs previous 13F +293 shares

    0.08% of the 13F portfolio, value $2,211,505.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 22,050 shares
    Change vs previous 13F -1,079 shares

    0.09% of the 13F portfolio, value $2,188,948.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 23,129 shares
    Change vs previous 13F -7,681 shares

    0.09% of the 13F portfolio, value $2,310,143.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 30,810 shares
    Change vs previous 13F -11,220 shares

    0.13% of the 13F portfolio, value $3,088,661.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 42,030 shares
    Change vs previous 13F -4,219 shares

    0.18% of the 13F portfolio, value $4,169,384.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 46,249 shares
    Change vs previous 13F +10,985 shares

    0.22% of the 13F portfolio, value $4,574,949.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 35,264 shares
    Change vs previous 13F +3,374 shares

    0.14% of the 13F portfolio, value $3,417,086.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 31,890 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,229,500.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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