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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

  1. period ended2026-06-30
    13F 8,994 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,661 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,184 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,979 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,383 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).