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Wealthcare Advisory Partners LLC: AGG position timeline

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

Wealthcare Advisory Partners LLC held 491,283 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 491,283 shares
    Change vs previous 13F +40,919 shares

    0.88% of the 13F portfolio, value $48,627,152.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 442,103 shares
    • Wealthcare Capital Partners, LLC: 49,180 shares

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

  2. period ended2026-03-31
    13F 450,364 shares
    Change vs previous 13F +23,139 shares

    0.83% of the 13F portfolio, value $44,707,638.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 405,504 shares
    • Wealthcare Capital Partners, LLC: 44,860 shares

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

  3. period ended2025-12-31
    13F 427,225 shares
    Change vs previous 13F -30,380 shares

    0.8% of the 13F portfolio, value $42,671,246.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 386,240 shares
    • Wealthcare Capital Partners, LLC: 40,985 shares

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

  4. period ended2025-09-30
    13F 457,605 shares
    Change vs previous 13F +24,594 shares

    0.91% of the 13F portfolio, value $45,874,860.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 418,656 shares
    • Wealthcare Capital Partners, LLC: 38,949 shares

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

  5. period ended2025-06-30
    13F 433,011 shares
    Change vs previous 13F +24,760 shares

    0.94% of the 13F portfolio, value $42,954,681.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 399,185 shares
    • Wealthcare Capital Partners, LLC: 33,826 shares

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

  6. period ended2025-03-31
    13F 408,251 shares
    Change vs previous 13F +44,052 shares

    1.03% of the 13F portfolio, value $40,384,191.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 376,256 shares
    • Wealthcare Capital Partners, LLC: 31,995 shares

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

  7. period ended2024-12-31
    13F 364,199 shares
    Change vs previous 13F +11,012 shares

    0.93% of the 13F portfolio, value $35,290,893.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 334,026 shares
    • Wealthcare Capital Partners, LLC: 30,173 shares

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

  8. period ended2024-09-30
    13F 353,187 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $35,767,210.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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