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AE Wealth Management LLC: GLRY position timeline

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

AE Wealth Management LLC held 48,362 GLRY 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 48,362 shares
    Change vs previous 13F +3,880 shares

    0.01% of the 13F portfolio, value $2,112,925.

    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 44,482 shares
    Change vs previous 13F +7,524 shares

    0.01% of the 13F portfolio, value $1,650,727.

    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 36,958 shares
    Change vs previous 13F +17,258 shares

    0.01% of the 13F portfolio, value $1,323,836.

    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 19,700 shares
    Change vs previous 13F +3,951 shares

    <0.01% of the 13F portfolio, value $732,848.

    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 15,749 shares
    Change vs previous 13F +3,292 shares

    <0.01% of the 13F portfolio, value $518,772.

    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 12,457 shares
    Change vs previous 13F +2,602 shares

    <0.01% of the 13F portfolio, value $359,571.

    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 9,855 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $304,204.

    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 9,430 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $296,480.

    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).