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AE Wealth Management LLC: ANGL position timeline

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

AE Wealth Management LLC held 205,389 ANGL 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 205,389 shares
    Change vs previous 13F +7,408 shares

    0.03% of the 13F portfolio, value $6,005,588.

    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 197,981 shares
    Change vs previous 13F -340,234 shares

    0.03% of the 13F portfolio, value $5,686,020.

    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 538,215 shares
    Change vs previous 13F +23,613 shares

    0.09% of the 13F portfolio, value $15,804,693.

    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 514,602 shares
    Change vs previous 13F +25,076 shares

    0.1% of the 13F portfolio, value $15,299,124.

    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 489,526 shares
    Change vs previous 13F -121,348 shares

    0.1% of the 13F portfolio, value $14,333,316.

    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 610,874 shares
    Change vs previous 13F +139,669 shares

    0.15% of the 13F portfolio, value $17,629,834.

    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 471,205 shares
    Change vs previous 13F +18,185 shares

    0.11% of the 13F portfolio, value $13,509,459.

    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 453,020 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,323,308.

    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).