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Disclosery

AE Wealth Management LLC: CFG position timeline

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

AE Wealth Management LLC held 372,036 CFG 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 372,036 shares
    Change vs previous 13F -139,574 shares

    0.12% of the 13F portfolio, value $26,068,645.

    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 511,610 shares
    Change vs previous 13F +99,124 shares

    0.17% of the 13F portfolio, value $30,681,233.

    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 412,486 shares
    Change vs previous 13F -4,444 shares

    0.14% of the 13F portfolio, value $24,093,285.

    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 416,930 shares
    Change vs previous 13F -10,733 shares

    0.14% of the 13F portfolio, value $22,163,880.

    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 427,663 shares
    Change vs previous 13F -100,306 shares

    0.14% of the 13F portfolio, value $19,137,916.

    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 527,969 shares
    Change vs previous 13F +90,554 shares

    0.18% of the 13F portfolio, value $21,630,837.

    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 437,415 shares
    Change vs previous 13F +22,767 shares

    0.16% of the 13F portfolio, value $19,141,251.

    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 414,648 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $17,029,522.

    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).