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TruNorth Capital Management, LLC: AGG position timeline

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

TruNorth Capital Management, LLC held 7,344 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,344 shares
    Change vs previous 13F -3,399 shares

    0.11% of the 13F portfolio, value $694,302.

    13F-HR 0002085853-26-001165 filed by TruNorth Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,743 shares
    Change vs previous 13F -404 shares

    0.17% of the 13F portfolio, value $1,063,342.

    13F-HR 0002085853-26-000809 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,147 shares
    Change vs previous 13F -184 shares

    0.21% of the 13F portfolio, value $1,106,563.

    13F-HR 0002085853-26-000462 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,331 shares
    Change vs previous 13F -1,426 shares

    0.21% of the 13F portfolio, value $1,131,740.

    13F-HR 0002085853-26-000243 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,757 shares
    Change vs previous 13F +2,497 shares

    0.25% of the 13F portfolio, value $1,278,889.

    13F-HR 0001639695-25-000010 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,260 shares
    Change vs previous 13F +575 shares

    0.23% of the 13F portfolio, value $1,017,792.

    13F-HR 0001908158-25-000005 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,685 shares
    Change vs previous 13F -1,194 shares

    0.24% of the 13F portfolio, value $958,040.

    13F-HR 0001639695-25-000004 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,879 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,054,175.

    13F-HR 0001639695-25-000001 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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