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Disclosery

Hudson Oak Wealth Advisory LLC: AGG position timeline

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

Hudson Oak Wealth Advisory LLC held 44,053 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,053 shares
    Change vs previous 13F +4,763 shares

    3.36% of the 13F portfolio, value $4,360,366.

    13F-HR 0002088700-26-000003 filed by Hudson Oak Wealth Advisory 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 39,290 shares
    Change vs previous 13F +1,445 shares

    3.39% of the 13F portfolio, value $3,900,318.

    13F-HR 0002088700-26-000002 filed by Hudson Oak Wealth Advisory 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 37,845 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $3,779,959.

    13F-HR 0002088700-26-000001 filed by Hudson Oak Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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