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AE Wealth Management LLC: AGGH position timeline

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

AE Wealth Management LLC held 768,253 AGGH 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 768,253 shares
    Change vs previous 13F +64,569 shares

    0.07% of the 13F portfolio, value $15,495,669.

    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 703,684 shares
    Change vs previous 13F -63,698 shares

    0.08% of the 13F portfolio, value $14,319,963.

    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 767,382 shares
    Change vs previous 13F +278,738 shares

    0.09% of the 13F portfolio, value $15,884,793.

    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 488,644 shares
    Change vs previous 13F +288,615 shares

    0.06% of the 13F portfolio, value $10,119,828.

    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 200,029 shares
    Change vs previous 13F +138,221 shares

    0.03% of the 13F portfolio, value $4,128,608.

    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 61,808 shares
    Change vs previous 13F +43,524 shares

    0.01% of the 13F portfolio, value $1,307,242.

    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 18,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $377,207.

    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).