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Disclosery

HOGE FINANCIAL SERVICES, LLC: AGG position timeline

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

HOGE FINANCIAL SERVICES, LLC held 9,255 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,255 shares
    Change vs previous 13F +93 shares

    0.44% of the 13F portfolio, value $916,015.

    13F-HR 0001989834-26-000004 filed by HOGE FINANCIAL SERVICES, LLC
    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 9,162 shares
    Change vs previous 13F +641 shares

    0.49% of the 13F portfolio, value $909,479.

    13F-HR 0001989834-26-000002 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,521 shares
    Change vs previous 13F +111 shares

    0.46% of the 13F portfolio, value $851,121.

    13F-HR 0001989834-26-000001 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,410 shares
    Change vs previous 13F +82 shares

    0.48% of the 13F portfolio, value $843,157.

    13F-HR 0001989834-25-000007 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,328 shares
    Change vs previous 13F +8,328 shares

    0.51% of the 13F portfolio, value $826,156.

    13F-HR 0001989834-25-000006 filed by HOGE FINANCIAL SERVICES, LLC
    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 0 shares
    Change vs previous 13F -3,045 shares

    13F-HR 0001989834-25-000002 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 3,045 shares
    Change vs previous 13F +38 shares

    0.22% of the 13F portfolio, value $295,034.

    13F-HR 0001989834-25-000001 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,007 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $304,478.

    13F-HR 0001989834-24-000004 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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