Skip to content
Disclosery

AE Wealth Management LLC: GOVI position timeline

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

AE Wealth Management LLC held 2,304 GOVI 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 2,304 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $62,554.

    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 2,390 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $65,198.

    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 2,483 shares
    Change vs previous 13F +2,160 shares

    <0.01% of the 13F portfolio, value $68,407.

    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 323 shares
    Change vs previous 13F +198 shares

    <0.01% of the 13F portfolio, value $8,966.

    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 125 shares
    Change vs previous 13F -521 shares

    <0.01% of the 13F portfolio, value $3,434.

    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 646 shares
    Change vs previous 13F -2,665 shares

    <0.01% of the 13F portfolio, value $17,972.

    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 3,311 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $89,496.

    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).