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AE Wealth Management LLC: CAG position timeline

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

AE Wealth Management LLC held 102,250 CAG 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 102,250 shares
    Change vs previous 13F -848,221 shares

    0.01% of the 13F portfolio, value $1,376,293.

    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 950,471 shares
    Change vs previous 13F +128,032 shares

    0.08% of the 13F portfolio, value $14,941,409.

    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 822,439 shares
    Change vs previous 13F +102,346 shares

    0.08% of the 13F portfolio, value $14,236,454.

    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 720,093 shares
    Change vs previous 13F +86,604 shares

    0.08% of the 13F portfolio, value $13,184,875.

    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 633,489 shares
    Change vs previous 13F +164,916 shares

    0.09% of the 13F portfolio, value $12,967,536.

    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 468,573 shares
    Change vs previous 13F +28,995 shares

    0.11% of the 13F portfolio, value $12,496,832.

    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 439,578 shares
    Change vs previous 13F +49,068 shares

    0.1% of the 13F portfolio, value $12,198,229.

    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 390,510 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,699,355.

    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).