AGM β€” FEDERAL AGRIC MTG CORP

Ownership history in Retirement Wealth Solutions LLC  Β·  6 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported FEDERAL AGRIC MTG CORP (AGM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows AGM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Wealth Solutions LLC's position in FEDERAL AGRIC MTG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AGM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Retirement Wealth Solutions LLC held AGM β€” position size vs. price
% of Fund (quarterly)    AGM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 94 -4 -4.1% 0.01% $14K 2026-04-07 $151.63
2025 Q4 UNCHANGED 98 β€” 0% 0.01% $17K 2026-01-07 $172.66
2025 Q3 REDUCED 98 -10 -9.3% 0.01% $16K 2025-10-08 $158.21
2025 Q2 ADDED 108 +1 +0.9% 0.02% $21K 2025-07-07 $193.35
2025 Q1 UNCHANGED 107 β€” 0% 0.02% $20K 2025-04-08 $159.82
2024 Q4 INITIATED 107 β€” β€” 0.02% $20K 2025-01-15 $184.48

FAQ About Retirement Wealth Solutions LLC and AGM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retirement Wealth Solutions LLC reported owning AGM?

Retirement Wealth Solutions LLC reported AGM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AGM position in Retirement Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for AGM was 0.02% in 2024 Q4.

What is the latest reported AGM position on this page?

The most recent filing on this page is 2026 Q1, when Retirement Wealth Solutions LLC reported 94 shares, equal to 0.01% of portfolio, with an estimated market value of $14K.

What does the chart on this AGM ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly AGM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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