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AE Wealth Management LLC: FGD position timeline

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

AE Wealth Management LLC held 622,667 FGD 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 622,667 shares
    Change vs previous 13F -20,296 shares

    0.09% of the 13F portfolio, value $19,919,087.

    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 642,963 shares
    Change vs previous 13F -242,447 shares

    0.11% of the 13F portfolio, value $20,529,826.

    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 885,410 shares
    Change vs previous 13F +14,937 shares

    0.15% of the 13F portfolio, value $26,801,362.

    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 870,473 shares
    Change vs previous 13F +11,964 shares

    0.16% of the 13F portfolio, value $25,026,094.

    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 858,509 shares
    Change vs previous 13F -63,335 shares

    0.17% of the 13F portfolio, value $23,643,328.

    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 921,844 shares
    Change vs previous 13F +6,072 shares

    0.19% of the 13F portfolio, value $22,308,626.

    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 915,772 shares
    Change vs previous 13F +27,117 shares

    0.17% of the 13F portfolio, value $20,366,770.

    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 888,655 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $21,639,541.

    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).