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Charter Oak Capital Management, LLC: AGG position timeline

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

Charter Oak Capital Management, LLC held 1,896,989 AGG shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,896,989 shares
    Change vs previous 13F +47,254 shares

    14.6% of the 13F portfolio, value $188,314,099.

    13F-HR 0001810720-26-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,849,735 shares
    Change vs previous 13F +41,692 shares

    14.09% of the 13F portfolio, value $184,751,542.

    13F-HR 0001810720-26-000002 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,808,043 shares
    Change vs previous 13F +101,187 shares

    14.22% of the 13F portfolio, value $181,256,303.

    13F-HR 0001810720-25-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,706,856 shares
    Change vs previous 13F +39,847 shares

    14.3% of the 13F portfolio, value $169,320,146.

    13F-HR 0001667731-25-000777 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,667,009 shares
    Change vs previous 13F +43,509 shares

    15.14% of the 13F portfolio, value $164,900,573.

    13F-HR 0001667731-25-000416 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,623,500 shares
    Change vs previous 13F +118,128 shares

    14.64% of the 13F portfolio, value $157,317,157.

    13F-HR 0001667731-25-000083 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,505,372 shares
    Change vs previous 13F +89,408 shares

    14.24% of the 13F portfolio, value $152,449,071.

    13F-HR 0001810720-24-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,415,964 shares
    Change vs previous 13F not available

    14.34% of the 13F portfolio, value $137,447,618.

    13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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