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AE Wealth Management LLC: EGP position timeline

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

AE Wealth Management LLC held 3,610 EGP 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 3,610 shares
    Change vs previous 13F -504 shares

    <0.01% of the 13F portfolio, value $731,214.

    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 4,114 shares
    Change vs previous 13F -194,786 shares

    <0.01% of the 13F portfolio, value $761,430.

    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 198,900 shares
    Change vs previous 13F +46,653 shares

    0.2% of the 13F portfolio, value $35,432,181.

    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 152,247 shares
    Change vs previous 13F +24,873 shares

    0.16% of the 13F portfolio, value $25,769,133.

    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 127,374 shares
    Change vs previous 13F -2,250 shares

    0.16% of the 13F portfolio, value $21,286,795.

    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 129,624 shares
    Change vs previous 13F +17,147 shares

    0.19% of the 13F portfolio, value $22,833,592.

    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 112,477 shares
    Change vs previous 13F +23,892 shares

    0.15% of the 13F portfolio, value $18,051,456.

    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 88,585 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $16,549,621.

    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).