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Disclosery

AE Wealth Management LLC: AGG position timeline

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

AE Wealth Management LLC held 56,799 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 56,799 shares
    Change vs previous 13F -2,698 shares

    0.03% of the 13F portfolio, value $5,621,956.

    13F-HR 0001697723-26-000007 filed by AE Wealth 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 59,497 shares
    Change vs previous 13F -15,626 shares

    0.03% of the 13F portfolio, value $5,906,267.

    13F-HR 0001697723-26-000006 filed by AE Wealth 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 75,123 shares
    Change vs previous 13F +6,548 shares

    0.04% of the 13F portfolio, value $7,503,360.

    13F-HR 0001697723-26-000001 filed by AE Wealth 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 68,575 shares
    Change vs previous 13F -9,541 shares

    0.04% of the 13F portfolio, value $6,874,682.

    13F-HR 0001697723-25-000007 filed by AE Wealth 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 78,116 shares
    Change vs previous 13F -11,186 shares

    0.06% of the 13F portfolio, value $7,749,179.

    13F-HR 0001697723-25-000004 filed by AE Wealth 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 89,302 shares
    Change vs previous 13F -3,709 shares

    0.07% of the 13F portfolio, value $8,833,734.

    13F-HR 0001697723-25-000003 filed by AE Wealth 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 93,011 shares
    Change vs previous 13F -58,993 shares

    0.08% of the 13F portfolio, value $9,012,733.

    13F-HR 0001697723-25-000001 filed by AE Wealth 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 152,004 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,393,423.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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