Skip to content
Disclosery

WealthShield Partners, LLC: AGG position timeline

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

WealthShield Partners, LLC held 16,570 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,570 shares
    Change vs previous 13F -11,760 shares

    0.25% of the 13F portfolio, value $1,640,099.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 28,330 shares
    Change vs previous 13F +2,079 shares

    0.31% of the 13F portfolio, value $2,812,236.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 26,251 shares
    Change vs previous 13F +4,132 shares

    0.29% of the 13F portfolio, value $2,620,543.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 22,119 shares
    Change vs previous 13F -6,802 shares

    0.25% of the 13F portfolio, value $2,217,472.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 28,921 shares
    Change vs previous 13F +985 shares

    0.35% of the 13F portfolio, value $2,868,838.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 27,936 shares
    Change vs previous 13F +1,004 shares

    0.36% of the 13F portfolio, value $2,763,394.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 26,932 shares
    Change vs previous 13F +1,210 shares

    0.37% of the 13F portfolio, value $2,609,711.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 25,722 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,604,867.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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