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Disclosery

Cornerstone Management, Inc.: AGG position timeline

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

Cornerstone Management, Inc. held 464,929 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 464,929 shares
    Change vs previous 13F +18,996 shares

    6.62% of the 13F portfolio, value $46,018,673.

    13F-HR 0002085853-26-000754 filed by Cornerstone Management, 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 445,933 shares
    Change vs previous 13F +24,914 shares

    7.05% of the 13F portfolio, value $44,267,769.

    13F-HR 0002085853-26-000394 filed by Cornerstone Management, 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 421,019 shares
    Change vs previous 13F +11,516 shares

    6.86% of the 13F portfolio, value $42,051,378.

    13F-HR 0002085853-26-000208 filed by Cornerstone Management, 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 409,503 shares
    Change vs previous 13F +40,119 shares

    6.79% of the 13F portfolio, value $41,052,676.

    13F-HR 0002085853-25-000066 filed by Cornerstone Management, 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 369,384 shares
    Change vs previous 13F +669 shares

    6.37% of the 13F portfolio, value $36,642,893.

    13F-HR 0001085146-25-004337 filed by Cornerstone Management, 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 368,715 shares
    Change vs previous 13F +3,914 shares

    6.83% of the 13F portfolio, value $36,473,288.

    13F-HR 0001085146-25-002220 filed by Cornerstone Management, 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 364,801 shares
    Change vs previous 13F +34,144 shares

    6.84% of the 13F portfolio, value $35,349,217.

    13F-HR 0001085146-25-000477 filed by Cornerstone Management, 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 330,657 shares
    Change vs previous 13F not available

    6.99% of the 13F portfolio, value $33,485,635.

    13F-HR 0001085146-24-004714 filed by Cornerstone Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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