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Disclosery

AE Wealth Management LLC: GDX position timeline

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

AE Wealth Management LLC held 165,971 GDX 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 165,971 shares
    Change vs previous 13F +145,358 shares

    0.06% of the 13F portfolio, value $12,522,572.

    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 20,613 shares
    Change vs previous 13F -67,489 shares

    0.01% of the 13F portfolio, value $1,891,697.

    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 88,102 shares
    Change vs previous 13F -78,160 shares

    0.04% of the 13F portfolio, value $7,556,503.

    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 166,262 shares
    Change vs previous 13F -4,328 shares

    0.08% of the 13F portfolio, value $12,702,436.

    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 170,590 shares
    Change vs previous 13F -27,121 shares

    0.06% of the 13F portfolio, value $8,880,928.

    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 197,711 shares
    Change vs previous 13F +167,440 shares

    0.08% of the 13F portfolio, value $9,088,788.

    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 30,271 shares
    Change vs previous 13F -93,711 shares

    0.01% of the 13F portfolio, value $1,026,499.

    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 123,982 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,936,974.

    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).