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Disclosery

Spire Wealth Management: AGG position timeline

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

Spire Wealth Management held 307,520 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 307,520 shares
    Change vs previous 13F +773 shares

    0.92% of the 13F portfolio, value $30,438,309.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 306,747 shares
    Change vs previous 13F +17,901 shares

    1.04% of the 13F portfolio, value $30,450,823.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 288,846 shares
    Change vs previous 13F -1,980 shares

    0.97% of the 13F portfolio, value $28,849,960.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 290,826 shares
    Change vs previous 13F -3,911 shares

    0.99% of the 13F portfolio, value $29,155,332.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 294,737 shares
    Change vs previous 13F -40,495 shares

    1.04% of the 13F portfolio, value $29,064,936.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 335,232 shares
    Change vs previous 13F +1,578 shares

    1.06% of the 13F portfolio, value $33,161,188.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 333,654 shares
    Change vs previous 13F -5,902 shares

    1% of the 13F portfolio, value $32,331,042.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 339,556 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $34,386,861.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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