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PINNACLE ASSOCIATES LTD: AGG position timeline

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

PINNACLE ASSOCIATES LTD held 20,245 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,245 shares
    Change vs previous 13F -715 shares

    0.02% of the 13F portfolio, value $2,003,862.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 20,960 shares
    Change vs previous 13F -83 shares

    0.03% of the 13F portfolio, value $2,080,711.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 21,043 shares
    Change vs previous 13F -1,399 shares

    0.03% of the 13F portfolio, value $2,101,786.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 22,442 shares
    Change vs previous 13F -425 shares

    0.03% of the 13F portfolio, value $2,249,822.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 22,867 shares
    Change vs previous 13F -207 shares

    0.03% of the 13F portfolio, value $2,268,417.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 23,074 shares
    Change vs previous 13F +3,754 shares

    0.03% of the 13F portfolio, value $2,282,491.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 19,320 shares
    Change vs previous 13F -258 shares

    0.03% of the 13F portfolio, value $1,872,099.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 19,578 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,943,117.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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