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Capital Management Associates, Inc: AGG position timeline

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

Capital Management Associates, Inc held 52,527 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,527 shares
    Change vs previous 13F +157 shares

    1.05% of the 13F portfolio, value $5,199,094.

    13F-HR 0002008851-26-000004 filed by Capital Management Associates, 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 52,370 shares
    Change vs previous 13F -4,309 shares

    1.18% of the 13F portfolio, value $5,198,783.

    13F-HR 0002008851-26-000002 filed by Capital Management Associates, 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 56,679 shares
    Change vs previous 13F +14,084 shares

    1.25% of the 13F portfolio, value $5,661,119.

    13F-HR 0002008851-26-000001 filed by Capital Management Associates, 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 42,595 shares
    Change vs previous 13F +8,287 shares

    1.15% of the 13F portfolio, value $4,270,142.

    13F-HR 0002008851-25-000002 filed by Capital Management Associates, 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 34,308 shares
    Change vs previous 13F -25,520 shares

    1.08% of the 13F portfolio, value $3,403,315.

    13F-HR 0001085146-25-004085 filed by Capital Management Associates, 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 59,828 shares
    Change vs previous 13F +33,184 shares

    1.34% of the 13F portfolio, value $5,918,154.

    13F-HR 0001085146-25-002468 filed by Capital Management Associates, 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 26,644 shares
    Change vs previous 13F +5,861 shares

    0.97% of the 13F portfolio, value $2,581,779.

    13F-HR 0001085146-25-000527 filed by Capital Management Associates, 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 20,783 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,104,714.

    13F-HR 0001085146-24-005097 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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