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AE Wealth Management LLC: GOF position timeline

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

AE Wealth Management LLC held 252,886 GOF 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 252,886 shares
    Change vs previous 13F +1,780 shares

    0.01% of the 13F portfolio, value $2,761,512.

    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 251,106 shares
    Change vs previous 13F +113,861 shares

    0.01% of the 13F portfolio, value $2,767,189.

    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 137,245 shares
    Change vs previous 13F +106,132 shares

    0.01% of the 13F portfolio, value $1,767,711.

    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 31,113 shares
    Change vs previous 13F +7,034 shares

    <0.01% of the 13F portfolio, value $466,069.

    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 24,079 shares
    Change vs previous 13F +840 shares

    <0.01% of the 13F portfolio, value $358,537.

    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 23,239 shares
    Change vs previous 13F +1,727 shares

    <0.01% of the 13F portfolio, value $361,828.

    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 21,512 shares
    Change vs previous 13F -2,059 shares

    <0.01% of the 13F portfolio, value $328,272.

    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 23,571 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $371,480.

    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).