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Disclosery

Blue Oak Capital, LLC: AGG position timeline

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

Blue Oak Capital, LLC held 215,692 AGG shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 215,692 shares
    Change vs previous 13F +88,281 shares

    11.24% of the 13F portfolio, value $21,396,646.

    13F-HR 0001307125-25-000008 filed by Blue Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 127,411 shares
    Change vs previous 13F +7,826 shares

    6.96% of the 13F portfolio, value $12,603,496.

    13F-HR 0001307125-25-000006 filed by Blue Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 119,585 shares
    Change vs previous 13F not available

    7.04% of the 13F portfolio, value $11,587,787.

    13F-HR 0001307125-25-000005 filed by Blue Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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