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Disclosery

AE Wealth Management LLC: GDEC position timeline

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

AE Wealth Management LLC held 6,311 GDEC 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 6,311 shares
    Change vs previous 13F -4,819 shares

    <0.01% of the 13F portfolio, value $251,205.

    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 11,130 shares
    Change vs previous 13F +1,645 shares

    <0.01% of the 13F portfolio, value $412,033.

    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 9,485 shares
    Change vs previous 13F -2,767 shares

    <0.01% of the 13F portfolio, value $358,706.

    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 12,252 shares
    Change vs previous 13F -1,966,489 shares

    <0.01% of the 13F portfolio, value $449,388.

    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 1,978,741 shares
    Change vs previous 13F -1,036,619 shares

    0.51% of the 13F portfolio, value $69,564,419.

    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 3,015,360 shares
    Change vs previous 13F +71,867 shares

    0.84% of the 13F portfolio, value $99,838,570.

    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 2,943,493 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $99,272,834.

    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).