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Wealthspire Advisors, LLC: AGG position timeline

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

Wealthspire Advisors, LLC held 209,861 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,861 shares
    Change vs previous 13F +59,899 shares

    0.11% of the 13F portfolio, value $20,772,129.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 149,962 shares
    Change vs previous 13F -14,379 shares

    0.12% of the 13F portfolio, value $14,886,694.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 164,341 shares
    Change vs previous 13F -201,921 shares

    0.13% of the 13F portfolio, value $16,414,394.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 366,262 shares
    Change vs previous 13F -112,646 shares

    0.19% of the 13F portfolio, value $36,717,664.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 478,908 shares
    Change vs previous 13F -51,770 shares

    0.27% of the 13F portfolio, value $47,507,774.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 530,678 shares
    Change vs previous 13F +258,782 shares

    0.31% of the 13F portfolio, value $52,494,692.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 271,896 shares
    Change vs previous 13F -6,564 shares

    0.26% of the 13F portfolio, value $26,346,731.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 278,460 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $28,199,722.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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