AE Wealth Management LLC: DGCB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on DGCB, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 8,994 DGCB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 8,994 sharesChange vs previous 13F +333 shares
<0.01% of the 13F portfolio, value $491,711.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,661 sharesChange vs previous 13F +477 shares
<0.01% of the 13F portfolio, value $468,860.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,184 sharesChange vs previous 13F +205 shares
<0.01% of the 13F portfolio, value $443,882.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,979 sharesChange vs previous 13F +5,596 shares
<0.01% of the 13F portfolio, value $442,435.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,383 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $129,230.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).