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AE Wealth Management LLC: GGG position timeline

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

AE Wealth Management LLC held 562,246 GGG 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 562,246 shares
    Change vs previous 13F +72,709 shares

    0.2% of the 13F portfolio, value $42,511,206.

    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 489,537 shares
    Change vs previous 13F +91,201 shares

    0.22% of the 13F portfolio, value $41,439,106.

    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 398,336 shares
    Change vs previous 13F +98,141 shares

    0.19% of the 13F portfolio, value $32,651,644.

    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 300,195 shares
    Change vs previous 13F +44,418 shares

    0.16% of the 13F portfolio, value $25,504,908.

    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 255,777 shares
    Change vs previous 13F +18,214 shares

    0.16% of the 13F portfolio, value $21,989,226.

    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 237,563 shares
    Change vs previous 13F +29,209 shares

    0.17% of the 13F portfolio, value $19,839,049.

    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 208,354 shares
    Change vs previous 13F +39,344 shares

    0.15% of the 13F portfolio, value $17,562,284.

    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 169,010 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,790,097.

    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).