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Disclosery

AE Wealth Management LLC: ESGU position timeline

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

AE Wealth Management LLC held 18,769 ESGU 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 18,769 shares
    Change vs previous 13F +783 shares

    0.01% of the 13F portfolio, value $3,071,954.

    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 17,986 shares
    Change vs previous 13F +2,935 shares

    0.01% of the 13F portfolio, value $2,543,540.

    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 15,051 shares
    Change vs previous 13F +1,083 shares

    0.01% of the 13F portfolio, value $2,242,347.

    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 13,968 shares
    Change vs previous 13F +4,833 shares

    0.01% of the 13F portfolio, value $2,033,785.

    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 9,135 shares
    Change vs previous 13F -808 shares

    0.01% of the 13F portfolio, value $1,235,915.

    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 9,943 shares
    Change vs previous 13F -2,592 shares

    0.01% of the 13F portfolio, value $1,212,164.

    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 12,535 shares
    Change vs previous 13F +546 shares

    0.01% of the 13F portfolio, value $1,614,795.

    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 11,989 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,512,821.

    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).