Skip to content
Disclosery

Westfuller Advisors, LLC: AGG position timeline

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

Westfuller Advisors, LLC held 62,578 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,578 shares
    Change vs previous 13F +12,674 shares

    2.25% of the 13F portfolio, value $6,193,928.

    13F-HR 0002000324-26-003250 filed by Westfuller 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 49,904 shares
    Change vs previous 13F +13,272 shares

    2.14% of the 13F portfolio, value $4,954,011.

    13F-HR 0002000324-26-001734 filed by Westfuller 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 36,632 shares
    Change vs previous 13F +9,501 shares

    1.48% of the 13F portfolio, value $3,658,780.

    13F-HR 0002000324-26-000134 filed by Westfuller 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 27,131 shares
    Change vs previous 13F +20,129 shares

    1.24% of the 13F portfolio, value $2,719,884.

    13F-HR 0002000324-25-004144 filed by Westfuller 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 7,002 shares
    Change vs previous 13F -12,248 shares

    0.4% of the 13F portfolio, value $694,574.

    13F-HR 0001085146-25-003762 filed by Westfuller 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 19,250 shares
    Change vs previous 13F -80,479 shares

    1.27% of the 13F portfolio, value $1,904,187.

    13F-HR 0001085146-25-002330 filed by Westfuller 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 99,729 shares
    Change vs previous 13F +11,044 shares

    6.14% of the 13F portfolio, value $9,663,740.

    13F-HR 0001085146-25-001756 filed by Westfuller 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 88,685 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $8,981,135.

    13F-HR 0001085146-24-005423 filed by Westfuller Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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