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Disclosery

AE Wealth Management LLC: CSGP position timeline

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

AE Wealth Management LLC held 33,896 CSGP 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 33,896 shares
    Change vs previous 13F +14,065 shares

    <0.01% of the 13F portfolio, value $959,935.

    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 19,831 shares
    Change vs previous 13F -4,681 shares

    <0.01% of the 13F portfolio, value $799,982.

    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 24,512 shares
    Change vs previous 13F -3,134 shares

    0.01% of the 13F portfolio, value $1,648,187.

    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 27,646 shares
    Change vs previous 13F -995 shares

    0.01% of the 13F portfolio, value $2,332,493.

    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 28,641 shares
    Change vs previous 13F -2,929 shares

    0.02% of the 13F portfolio, value $2,302,737.

    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 31,570 shares
    Change vs previous 13F -6,038 shares

    0.02% of the 13F portfolio, value $2,501,291.

    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 37,608 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $2,692,356.

    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 37,674 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,842,125.

    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).