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Disclosery

Oath Planning, LLC: AGG position timeline

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

Oath Planning, LLC held 4,801 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,801 shares
    Change vs previous 13F +367 shares

    0.35% of the 13F portfolio, value $475,245.

    13F-HR 0002109944-26-000006 filed by Oath Planning, 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 4,434 shares
    Change vs previous 13F +28 shares

    0.39% of the 13F portfolio, value $440,209.

    13F-HR 0002109944-26-000004 filed by Oath Planning, 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 4,406 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $440,091.

    13F-HR 0002109944-26-000001 filed by Oath Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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