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Disclosery

AE Wealth Management LLC: GIS position timeline

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

AE Wealth Management LLC held 934,768 GIS 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 934,768 shares
    Change vs previous 13F +876,479 shares

    0.15% of the 13F portfolio, value $32,529,909.

    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 58,289 shares
    Change vs previous 13F -346,404 shares

    0.01% of the 13F portfolio, value $2,169,550.

    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 404,693 shares
    Change vs previous 13F +58,688 shares

    0.11% of the 13F portfolio, value $18,818,227.

    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 346,005 shares
    Change vs previous 13F +24,688 shares

    0.11% of the 13F portfolio, value $17,445,488.

    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 321,317 shares
    Change vs previous 13F +264,868 shares

    0.12% of the 13F portfolio, value $16,647,441.

    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 56,449 shares
    Change vs previous 13F -544 shares

    0.03% of the 13F portfolio, value $3,374,946.

    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 56,993 shares
    Change vs previous 13F +7,425 shares

    0.03% of the 13F portfolio, value $3,634,417.

    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 49,568 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,660,603.

    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).