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Disclosery

AE Wealth Management LLC: DFGR position timeline

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

AE Wealth Management LLC held 4,190 DFGR 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 4,190 shares
    Change vs previous 13F +1,729 shares

    <0.01% of the 13F portfolio, value $121,392.

    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 2,461 shares
    Change vs previous 13F +202 shares

    <0.01% of the 13F portfolio, value $65,416.

    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 2,259 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $59,683.

    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 2,101 shares
    Change vs previous 13F -81 shares

    <0.01% of the 13F portfolio, value $57,378.

    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 2,182 shares
    Change vs previous 13F +2,127 shares

    <0.01% of the 13F portfolio, value $58,543.

    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 55 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,444.

    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 55 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,405.

    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).