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COBBLESTONE CAPITAL ADVISORS LLC /NY/: AGG position timeline

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

COBBLESTONE CAPITAL ADVISORS LLC /NY/ held 84,352 AGG shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 84,352 shares
    Change vs previous 13F +26,533 shares

    0.41% of the 13F portfolio, value $8,456,288.

    13F-HR 0001033505-25-000018 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 57,819 shares
    Change vs previous 13F +4,262 shares

    0.29% of the 13F portfolio, value $5,735,645.

    13F-HR 0001033505-25-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 53,557 shares
    Change vs previous 13F +12,308 shares

    0.29% of the 13F portfolio, value $5,297,859.

    13F-HR 0001033505-25-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 41,249 shares
    Change vs previous 13F +22,296 shares

    0.22% of the 13F portfolio, value $3,997,029.

    13F-HR 0001033505-25-000001 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 18,953 shares
    Change vs previous 13F -10,000 shares

    0.11% of the 13F portfolio, value $1,919,371.

    13F-HR 0001033505-24-000007 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 28,953 shares
    Change vs previous 13F -1,218 shares

    0.17% of the 13F portfolio, value $2,810,468.

    13F-HR 0001033505-24-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 30,171 shares
    Change vs previous 13F -158,641 shares

    0.19% of the 13F portfolio, value $2,954,948.

    13F-HR 0001033505-24-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 188,812 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $18,739,591.

    13F-HR 0001033505-24-000002 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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