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AE Wealth Management LLC: GOOG position timeline

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

AE Wealth Management LLC held 124,455 GOOG 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 124,455 shares
    Change vs previous 13F +12,396 shares

    0.2% of the 13F portfolio, value $43,974,319.

    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 112,059 shares
    Change vs previous 13F +10,325 shares

    0.17% of the 13F portfolio, value $32,145,096.

    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 101,734 shares
    Change vs previous 13F +8,341 shares

    0.18% of the 13F portfolio, value $31,923,883.

    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 93,393 shares
    Change vs previous 13F +4,793 shares

    0.14% of the 13F portfolio, value $22,745,800.

    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 88,600 shares
    Change vs previous 13F +1,857 shares

    0.11% of the 13F portfolio, value $15,716,833.

    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 86,743 shares
    Change vs previous 13F -447 shares

    0.11% of the 13F portfolio, value $13,551,912.

    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 87,190 shares
    Change vs previous 13F -7,538 shares

    0.14% of the 13F portfolio, value $16,604,404.

    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 94,728 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,837,458.

    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).