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AE Wealth Management LLC: GOVT position timeline

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

AE Wealth Management LLC held 3,947,369 GOVT 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 3,947,369 shares
    Change vs previous 13F +300,587 shares

    0.42% of the 13F portfolio, value $89,921,068.

    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 3,646,782 shares
    Change vs previous 13F +216,100 shares

    0.45% of the 13F portfolio, value $83,547,800.

    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 3,430,682 shares
    Change vs previous 13F +325,925 shares

    0.45% of the 13F portfolio, value $78,991,485.

    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 3,104,757 shares
    Change vs previous 13F +701,536 shares

    0.46% of the 13F portfolio, value $71,781,980.

    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 2,403,221 shares
    Change vs previous 13F +151,549 shares

    0.4% of the 13F portfolio, value $55,226,034.

    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 2,251,672 shares
    Change vs previous 13F +154,855 shares

    0.44% of the 13F portfolio, value $51,754,685.

    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 2,096,817 shares
    Change vs previous 13F +266,663 shares

    0.41% of the 13F portfolio, value $48,184,798.

    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 1,830,154 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $42,917,101.

    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).