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Disclosery

CWM, LLC: AGG position timeline

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

CWM, LLC held 635,151 AGG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 635,151 shares
    Change vs previous 13F -84,294 shares

    0.17% of the 13F portfolio, value $63,051,393.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 719,445 shares
    Change vs previous 13F +37,759 shares

    0.19% of the 13F portfolio, value $71,858,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 681,686 shares
    Change vs previous 13F +23,246 shares

    0.21% of the 13F portfolio, value $68,339,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 658,440 shares
    Change vs previous 13F +54,160 shares

    0.23% of the 13F portfolio, value $65,317,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 604,280 shares
    Change vs previous 13F -76,281 shares

    0.24% of the 13F portfolio, value $59,775,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 680,561 shares
    Change vs previous 13F +49,515 shares

    0.27% of the 13F portfolio, value $65,946,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 631,046 shares
    Change vs previous 13F +105,388 shares

    0.27% of the 13F portfolio, value $63,906,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 525,658 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $51,026,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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