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Disclosery

AE Wealth Management LLC: CGDV position timeline

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

AE Wealth Management LLC held 24,400 CGDV 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 24,400 shares
    Change vs previous 13F -11,775 shares

    0.01% of the 13F portfolio, value $1,202,425.

    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 36,175 shares
    Change vs previous 13F +20,888 shares

    0.01% of the 13F portfolio, value $1,538,878.

    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 15,287 shares
    Change vs previous 13F +5,553 shares

    <0.01% of the 13F portfolio, value $667,105.

    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 9,734 shares
    Change vs previous 13F -4,624 shares

    <0.01% of the 13F portfolio, value $409,118.

    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 14,358 shares
    Change vs previous 13F +585 shares

    <0.01% of the 13F portfolio, value $566,987.

    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 13,773 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $490,857.

    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).