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
- period ended2026-06-3013F 124,455 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 112,059 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 101,734 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 93,393 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 88,600 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 86,743 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 87,190 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 94,728 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).