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Disclosery

AE Wealth Management LLC: AUGW position timeline

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

AE Wealth Management LLC held 13,463 AUGW 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 13,463 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $458,348.

    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 13,416 shares
    Change vs previous 13F -495 shares

    <0.01% of the 13F portfolio, value $431,327.

    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 13,911 shares
    Change vs previous 13F -354 shares

    <0.01% of the 13F portfolio, value $452,583.

    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 14,265 shares
    Change vs previous 13F -3,249 shares

    <0.01% of the 13F portfolio, value $455,920.

    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 17,514 shares
    Change vs previous 13F +478 shares

    <0.01% of the 13F portfolio, value $537,352.

    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 17,036 shares
    Change vs previous 13F -14,759 shares

    <0.01% of the 13F portfolio, value $490,972.

    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 31,795 shares
    Change vs previous 13F -3,199,646 shares

    0.01% of the 13F portfolio, value $930,322.

    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 3,231,441 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $93,208,008.

    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).