Skip to content
Disclosery

AE Wealth Management LLC: AUGM position timeline

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

AE Wealth Management LLC held 12,836 AUGM 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 12,836 shares
    Change vs previous 13F -260 shares

    <0.01% of the 13F portfolio, value $449,902.

    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 13,096 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $443,606.

    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 13,156 shares
    Change vs previous 13F +5,999 shares

    <0.01% of the 13F portfolio, value $447,675.

    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 7,157 shares
    Change vs previous 13F +5,891 shares

    <0.01% of the 13F portfolio, value $240,781.

    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 1,266 shares
    Change vs previous 13F -11,335 shares

    <0.01% of the 13F portfolio, value $41,613.

    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 12,601 shares
    Change vs previous 13F -4,016 shares

    <0.01% of the 13F portfolio, value $399,394.

    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 16,617 shares
    Change vs previous 13F +2,192 shares

    <0.01% of the 13F portfolio, value $529,418.

    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 14,425 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $455,582.

    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).