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AE Wealth Management LLC: GIAX position timeline

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

AE Wealth Management LLC held 123,899 GIAX 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 123,899 shares
    Change vs previous 13F +21,885 shares

    0.01% of the 13F portfolio, value $2,137,257.

    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 102,014 shares
    Change vs previous 13F +26,655 shares

    0.01% of the 13F portfolio, value $1,438,408.

    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 75,359 shares
    Change vs previous 13F +9,646 shares

    0.01% of the 13F portfolio, value $1,239,645.

    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 65,713 shares
    Change vs previous 13F +10,197 shares

    0.01% of the 13F portfolio, value $1,148,019.

    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 55,516 shares
    Change vs previous 13F +15,097 shares

    0.01% of the 13F portfolio, value $983,182.

    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 40,419 shares
    Change vs previous 13F +26,212 shares

    0.01% of the 13F portfolio, value $662,866.

    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 14,207 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $265,816.

    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).