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Cornerstone Wealth Group, LLC: AGG position timeline

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

Cornerstone Wealth Group, LLC held 188,336 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,336 shares
    Change vs previous 13F +4,391 shares

    1.11% of the 13F portfolio, value $18,641,541.

    13F-HR 0001214659-26-009059 filed by Cornerstone Wealth Group, LLC
    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 183,945 shares
    Change vs previous 13F +10,272 shares

    1.18% of the 13F portfolio, value $18,296,974.

    13F-HR 0001214659-26-004952 filed by Cornerstone Wealth Group, LLC
    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 173,673 shares
    Change vs previous 13F -385,292 shares

    1.19% of the 13F portfolio, value $17,346,426.

    13F-HR 0001214659-26-000811 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 558,965 shares
    Change vs previous 13F +2,982 shares

    3.78% of the 13F portfolio, value $56,036,228.

    13F-HR 0001214659-25-015562 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 555,983 shares
    Change vs previous 13F +67,453 shares

    4.14% of the 13F portfolio, value $55,153,472.

    13F-HR 0001214659-25-010940 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 488,530 shares
    Change vs previous 13F -199,645 shares

    4.01% of the 13F portfolio, value $48,325,408.

    13F-HR 0001214659-25-006250 filed by Cornerstone Wealth Group, LLC
    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 688,175 shares
    Change vs previous 13F +42,442 shares

    5.46% of the 13F portfolio, value $66,684,112.

    13F-HR 0001214659-25-001100 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 645,733 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $65,393,333.

    13F-HR 0001214659-24-017935 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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