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Worth Asset Management, LLC: AGGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Worth Asset Management, LLC on AGGY, newest first. How the timeline and the estimate are built.

Worth Asset Management, LLC held 7,333 AGGY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,333 shares
    Change vs previous 13F -4,898 shares

    0.09% of the 13F portfolio, value $301,973.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,231 shares
    Change vs previous 13F +42 shares

    0.17% of the 13F portfolio, value $531,804.

    13F-HR 0001927285-26-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,189 shares
    Change vs previous 13F +209 shares

    0.2% of the 13F portfolio, value $529,612.

    13F-HR 0001927285-26-000003 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,980 shares
    Change vs previous 13F +154 shares

    0.22% of the 13F portfolio, value $527,718.

    13F-HR 0001927285-26-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,826 shares
    Change vs previous 13F -8,380 shares

    0.24% of the 13F portfolio, value $523,537.

    13F-HR 0001927285-25-000006 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,206 shares
    Change vs previous 13F +6,452 shares

    0.43% of the 13F portfolio, value $881,587.

    13F-HR 0001927285-25-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,754 shares
    Change vs previous 13F -433 shares

    0.33% of the 13F portfolio, value $597,336.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,187 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $608,906.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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