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AE Wealth Management LLC: DFGP position timeline

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

AE Wealth Management LLC held 610,795 DFGP 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 610,795 shares
    Change vs previous 13F +27,232 shares

    0.16% of the 13F portfolio, value $33,263,947.

    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 583,563 shares
    Change vs previous 13F +18,891 shares

    0.17% of the 13F portfolio, value $31,506,588.

    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 564,672 shares
    Change vs previous 13F -956 shares

    0.18% of the 13F portfolio, value $30,531,833.

    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 565,628 shares
    Change vs previous 13F -63,386 shares

    0.2% of the 13F portfolio, value $31,431,959.

    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 629,014 shares
    Change vs previous 13F +85,061 shares

    0.25% of the 13F portfolio, value $34,274,970.

    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 543,953 shares
    Change vs previous 13F +31,640 shares

    0.24% of the 13F portfolio, value $29,063,378.

    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 512,313 shares
    Change vs previous 13F +42,462 shares

    0.23% of the 13F portfolio, value $27,065,560.

    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 469,851 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $25,888,756.

    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).