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Pinnacle Financial Group, LLC / IL: AGG position timeline

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

Pinnacle Financial Group, LLC / IL held 89,833 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,833 shares
    Change vs previous 13F +3,476 shares

    2.17% of the 13F portfolio, value $8,891,622.

    13F-HR 0001104659-26-088546 filed by Pinnacle Financial Group, LLC / IL
    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 86,357 shares
    Change vs previous 13F +7,508 shares

    2.35% of the 13F portfolio, value $8,572,654.

    13F-HR 0001104659-26-059958 filed by Pinnacle Financial Group, LLC / IL
    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 78,849 shares
    Change vs previous 13F +8,801 shares

    2.29% of the 13F portfolio, value $7,875,400.

    13F-HR 0001104659-26-010752 filed by Pinnacle Financial Group, LLC / IL
    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 70,048 shares
    Change vs previous 13F +2,726 shares

    2.12% of the 13F portfolio, value $7,022,312.

    13F-HR 0001104659-25-109935 filed by Pinnacle Financial Group, LLC / IL
    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 67,322 shares
    Change vs previous 13F +1,602 shares

    2.24% of the 13F portfolio, value $6,678,295.

    13F-HR 0001104659-25-076006 filed by Pinnacle Financial Group, LLC / IL
    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 65,720 shares
    Change vs previous 13F +2,406 shares

    2.36% of the 13F portfolio, value $6,501,017.

    13F-HR 0001104659-25-049188 filed by Pinnacle Financial Group, LLC / IL
    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 63,314 shares
    Change vs previous 13F +7,962 shares

    2.4% of the 13F portfolio, value $6,135,149.

    13F-HR 0001104659-25-014412 filed by Pinnacle Financial Group, LLC / IL
    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 55,352 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $5,605,546.

    13F-HR 0001104659-24-116814 filed by Pinnacle Financial Group, LLC / IL
    Filed (acceptance time not in the bulk data set), ingested

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