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Disclosery

Cornerstone Financial Group, LLC /NE/: AGG position timeline

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

Cornerstone Financial Group, LLC /NE/ held 3,724 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,724 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $368,562.

    13F-HR 0001765380-26-000324 filed by Cornerstone Financial Group, LLC /NE/
    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 3,724 shares
    Change vs previous 13F +1,071 shares

    0.24% of the 13F portfolio, value $368,280.

    13F-HR 0001765380-26-000173 filed by Cornerstone Financial Group, LLC /NE/
    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 2,653 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $264,985.

    13F-HR 0002056783-26-000001 filed by Cornerstone Financial Group, LLC /NE/
    Filed (acceptance time not in the bulk data set), ingested

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