Skip to content
Disclosery

AE Wealth Management LLC: AUGT position timeline

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

AE Wealth Management LLC held 5,709 AUGT 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 5,709 shares
    Change vs previous 13F -1,342 shares

    <0.01% of the 13F portfolio, value $217,297.

    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 7,051 shares
    Change vs previous 13F +265 shares

    <0.01% of the 13F portfolio, value $245,729.

    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 6,786 shares
    Change vs previous 13F -260 shares

    <0.01% of the 13F portfolio, value $241,874.

    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 7,046 shares
    Change vs previous 13F -4,266 shares

    <0.01% of the 13F portfolio, value $245,770.

    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 11,312 shares
    Change vs previous 13F -3,354 shares

    <0.01% of the 13F portfolio, value $371,447.

    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 14,666 shares
    Change vs previous 13F -12,170 shares

    <0.01% of the 13F portfolio, value $443,886.

    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 26,836 shares
    Change vs previous 13F -3,923,797 shares

    0.01% of the 13F portfolio, value $834,318.

    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 3,950,633 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $120,474,566.

    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).