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Disclosery

Orin Green Financial, LLC: AGG position timeline

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

Orin Green Financial, LLC held 9,013 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,013 shares
    Change vs previous 13F +124 shares

    0.33% of the 13F portfolio, value $892,107.

    13F-HR 0001844227-26-000003 filed by Orin Green Financial, 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 8,889 shares
    Change vs previous 13F +1,382 shares

    0.36% of the 13F portfolio, value $882,411.

    13F-HR 0001844227-26-000002 filed by Orin Green Financial, 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 7,507 shares
    Change vs previous 13F -1,057 shares

    0.3% of the 13F portfolio, value $749,799.

    13F-HR 0001844227-26-000001 filed by Orin Green Financial, 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 8,564 shares
    Change vs previous 13F -111 shares

    0.34% of the 13F portfolio, value $858,541.

    13F-HR 0001844227-25-000002 filed by Orin Green Financial, 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 8,675 shares
    Change vs previous 13F +582 shares

    0.36% of the 13F portfolio, value $860,560.

    13F-HR 0001085146-25-004260 filed by Orin Green Financial, 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 8,093 shares
    Change vs previous 13F +8,093 shares

    0.37% of the 13F portfolio, value $787,287.

    13F-HR 0001085146-25-002655 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -7,670 shares

    13F-HR 0001085146-25-001754 filed by Orin Green Financial, 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.

  8. period ended2024-09-30
    13F 7,670 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $776,741.

    13F-HR 0001085146-24-004948 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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