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Disclosery

Wise Wealth Partners: AGG position timeline

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

Wise Wealth Partners held 41,211 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,211 shares
    Change vs previous 13F -9,195 shares

    6.93% of the 13F portfolio, value $4,079,082.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 50,406 shares
    Change vs previous 13F +958 shares

    6.77% of the 13F portfolio, value $5,003,820.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 49,448 shares
    Change vs previous 13F +3,981 shares

    7.09% of the 13F portfolio, value $4,938,884.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 45,467 shares
    Change vs previous 13F +4,827 shares

    6.96% of the 13F portfolio, value $4,558,064.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 40,640 shares
    Change vs previous 13F +38,255 shares

    6.73% of the 13F portfolio, value $4,031,508.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 2,385 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $235,953.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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