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Disclosery

Wealth Management Associates, Inc.: AGG position timeline

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

Wealth Management Associates, Inc. held 39,976 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 39,976 shares
    Change vs previous 13F +2,319 shares

    1.09% of the 13F portfolio, value $3,956,819.

    13F-HR 0001214659-26-008730 filed by Wealth Management Associates, Inc.
    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 37,657 shares
    Change vs previous 13F +912 shares

    1.29% of the 13F portfolio, value $3,738,214.

    13F-HR 0001214659-26-006030 filed by Wealth Management Associates, Inc.
    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 36,745 shares
    Change vs previous 13F +1,960 shares

    1.28% of the 13F portfolio, value $3,670,128.

    13F-HR 0001214659-26-000620 filed by Wealth Management Associates, Inc.
    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 34,785 shares
    Change vs previous 13F +1,841 shares

    1.24% of the 13F portfolio, value $3,487,194.

    13F-HR 0001214659-25-015125 filed by Wealth Management Associates, Inc.
    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 32,944 shares
    Change vs previous 13F +1,241 shares

    1.27% of the 13F portfolio, value $3,268,085.

    13F-HR 0001214659-25-011396 filed by Wealth Management Associates, Inc.
    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 31,703 shares
    Change vs previous 13F +3,157 shares

    1.34% of the 13F portfolio, value $3,136,105.

    13F-HR 0001214659-25-008456 filed by Wealth Management Associates, Inc.
    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 28,546 shares
    Change vs previous 13F +978 shares

    1.18% of the 13F portfolio, value $2,766,067.

    13F-HR 0001214659-25-008455 filed by Wealth Management Associates, Inc.
    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 27,568 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,791,849.

    13F-HR 0001214659-25-008454 filed by Wealth Management Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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