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Focus Partners Wealth: AGG position timeline

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

Focus Partners Wealth held 1,381,704 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,381,704 shares
    Change vs previous 13F -9,479 shares

    0.12% of the 13F portfolio, value $136,761,019.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,338,510 shares
    • Focus Partners Advisor Solutions, LLC: 43,194 shares

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

  2. period ended2026-03-31
    13F 1,391,183 shares
    Change vs previous 13F -17,211 shares

    0.14% of the 13F portfolio, value $138,888,040.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,337,798 shares
    • Focus Partners Advisor Solutions, LLC: 53,385 shares

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

  3. period ended2025-12-31
    13F 1,408,394 shares
    Change vs previous 13F +218,024 shares

    0.15% of the 13F portfolio, value $140,592,005.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,367,258 shares
    • Focus Partners Advisor Solutions, LLC: 41,136 shares

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

  4. period ended2025-09-30
    13F 1,190,370 shares
    Change vs previous 13F +181,877 shares

    0.17% of the 13F portfolio, value $119,408,525.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,105,559 shares
    • Focus Partners Advisor Solutions, LLC: 84,811 shares

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

  5. period ended2025-06-30
    13F 1,008,493 shares
    Change vs previous 13F +142,930 shares

    0.19% of the 13F portfolio, value $100,042,600.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 949,763 shares
    • Focus Partners Advisor Solutions, LLC: 58,730 shares

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

  6. period ended2025-03-31
    13F/A 865,563 shares
    Change vs previous 13F +5,410 shares

    0.18% of the 13F portfolio, value $85,621,595.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 805,134 shares
    • Focus Partners Advisor Solutions, LLC: 60,429 shares

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

  7. period ended2024-12-31
    13F/A 860,153 shares
    Change vs previous 13F +67,661 shares

    0.19% of the 13F portfolio, value $83,349,121.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 808,599 shares
    • Focus Partners Advisor Solutions, LLC: 51,554 shares

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

  8. period ended2024-09-30
    13F 792,492 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $80,255,871.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 727,971 shares
    • Focus Partners Advisor Solutions, LLC: 64,521 shares

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