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Disclosery

AE Wealth Management LLC: GBIL position timeline

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

AE Wealth Management LLC held 6,689 GBIL 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 6,689 shares
    Change vs previous 13F -54,433 shares

    <0.01% of the 13F portfolio, value $669,975.

    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 61,122 shares
    Change vs previous 13F +53,082 shares

    0.03% of the 13F portfolio, value $6,123,774.

    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 8,040 shares
    Change vs previous 13F +2,675 shares

    <0.01% of the 13F portfolio, value $803,492.

    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 5,365 shares
    Change vs previous 13F -2,860 shares

    <0.01% of the 13F portfolio, value $537,728.

    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 8,225 shares
    Change vs previous 13F -2,330 shares

    0.01% of the 13F portfolio, value $823,755.

    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 10,555 shares
    Change vs previous 13F -7,683 shares

    0.01% of the 13F portfolio, value $1,057,395.

    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 18,238 shares
    Change vs previous 13F +5,606 shares

    0.02% of the 13F portfolio, value $1,822,351.

    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 12,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,266,890.

    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).