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OARSMAN CAPITAL, INC.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OARSMAN CAPITAL, INC. on AGG, newest first. How the timeline and the estimate are built.

OARSMAN CAPITAL, INC. held 871,502 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 871,502 shares
    Change vs previous 13F -44,011 shares

    9.13% of the 13F portfolio, value $86,261,275.

    13F-HR 0001569667-26-000003 filed by OARSMAN CAPITAL, INC.
    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 915,513 shares
    Change vs previous 13F +157,194 shares

    11.29% of the 13F portfolio, value $90,882,983.

    13F-HR 0001569667-26-000002 filed by OARSMAN CAPITAL, INC.
    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 758,319 shares
    Change vs previous 13F +76,280 shares

    9.84% of the 13F portfolio, value $75,740,861.

    13F-HR 0001569667-26-000001 filed by OARSMAN CAPITAL, INC.
    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 682,039 shares
    Change vs previous 13F +640,223 shares

    9.59% of the 13F portfolio, value $68,374,455.

    13F-HR 0001569667-25-000013 filed by OARSMAN CAPITAL, INC.
    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 41,816 shares
    Change vs previous 13F +2,030 shares

    0.65% of the 13F portfolio, value $4,148,147.

    13F-HR 0001569667-25-000003 filed by OARSMAN CAPITAL, INC.
    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 39,786 shares
    Change vs previous 13F -3,179 shares

    0.71% of the 13F portfolio, value $3,935,631.

    13F-HR 0001569667-25-000002 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 42,965 shares
    Change vs previous 13F -450 shares

    0.73% of the 13F portfolio, value $4,163,309.

    13F-HR 0001569667-25-000001 filed by OARSMAN CAPITAL, INC.
    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 43,415 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $4,396,637.

    13F-HR 0001569667-24-000005 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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