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Disclosery

Pointe Capital Management LLC: AGG position timeline

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

Pointe Capital Management LLC held 28,985 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 28,985 shares
    Change vs previous 13F +2,968 shares

    1.28% of the 13F portfolio, value $2,868,935.

    13F-HR 0001640335-26-000004 filed by Pointe Capital Management 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 26,017 shares
    Change vs previous 13F +2,773 shares

    1.28% of the 13F portfolio, value $2,582,708.

    13F-HR 0001640335-26-000003 filed by Pointe Capital Management 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 23,244 shares
    Change vs previous 13F +2,111 shares

    1.15% of the 13F portfolio, value $2,321,611.

    13F-HR 0001640335-26-000001 filed by Pointe Capital Management 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 21,133 shares
    Change vs previous 13F +11,306 shares

    1.04% of the 13F portfolio, value $2,118,583.

    13F-HR 0001640335-25-000006 filed by Pointe Capital Management 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 9,827 shares
    Change vs previous 13F +452 shares

    0.51% of the 13F portfolio, value $974,838.

    13F-HR 0001640335-25-000005 filed by Pointe Capital Management 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 9,375 shares
    Change vs previous 13F +1,122 shares

    0.54% of the 13F portfolio, value $927,375.

    13F-HR 0001640335-25-000002 filed by Pointe Capital Management 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/A 8,253 shares
    Change vs previous 13F +224 shares

    0.46% of the 13F portfolio, value $799,715.

    13F-HR/A 0001640335-25-000001 filed by Pointe Capital Management 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 8,029 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $813,097.

    13F-HR 0001639695-24-000005 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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