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Disclosery

MAI Capital Management: AGG position timeline

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

MAI Capital Management held 1,113,048 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,113,048 shares
    Change vs previous 13F +608,218 shares

    0.42% of the 13F portfolio, value $110,169,542.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 504,830 shares
    Change vs previous 13F +32,842 shares

    0.28% of the 13F portfolio, value $50,114,445.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 471,988 shares
    Change vs previous 13F +54,429 shares

    0.27% of the 13F portfolio, value $47,142,125.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 417,559 shares
    Change vs previous 13F +64,159 shares

    0.26% of the 13F portfolio, value $41,860,310.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 353,400 shares
    Change vs previous 13F +27,879 shares

    0.24% of the 13F portfolio, value $35,057,314.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 325,521 shares
    Change vs previous 13F +21,014 shares

    0.24% of the 13F portfolio, value $32,200,512.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 304,507 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $29,506,691.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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