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Disclosery

CWM, LLC: AGGY position timeline

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

CWM, LLC held 1,286,071 AGGY 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 1,286,071 shares
    Change vs previous 13F +48,803 shares

    0.15% of the 13F portfolio, value $55,879,806.

    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 1,237,268 shares
    Change vs previous 13F +20,954 shares

    0.15% of the 13F portfolio, value $54,502,000.

    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 1,216,314 shares
    Change vs previous 13F +35,958 shares

    0.16% of the 13F portfolio, value $53,846,000.

    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 1,180,356 shares
    Change vs previous 13F -2,481 shares

    0.18% of the 13F portfolio, value $51,499,000.

    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 1,182,837 shares
    Change vs previous 13F +3,494 shares

    0.2% of the 13F portfolio, value $51,371,000.

    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 1,179,343 shares
    Change vs previous 13F +45,095 shares

    0.21% of the 13F portfolio, value $50,617,000.

    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 1,134,248 shares
    Change vs previous 13F +3,420 shares

    0.22% of the 13F portfolio, value $50,712,000.

    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 1,130,828 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $48,580,000.

    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).