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AE Wealth Management LLC: GS position timeline

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

AE Wealth Management LLC held 48,574 GS 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 48,574 shares
    Change vs previous 13F +1,056 shares

    0.23% of the 13F portfolio, value $49,124,596.

    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 47,518 shares
    Change vs previous 13F -18,476 shares

    0.22% of the 13F portfolio, value $40,199,589.

    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 65,994 shares
    Change vs previous 13F -20,564 shares

    0.33% of the 13F portfolio, value $58,010,570.

    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 86,558 shares
    Change vs previous 13F +4,421 shares

    0.44% of the 13F portfolio, value $68,930,808.

    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 82,137 shares
    Change vs previous 13F +5,977 shares

    0.42% of the 13F portfolio, value $58,133,265.

    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 76,160 shares
    Change vs previous 13F +5,119 shares

    0.35% of the 13F portfolio, value $41,604,043.

    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 71,041 shares
    Change vs previous 13F +3,305 shares

    0.35% of the 13F portfolio, value $40,679,567.

    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 67,736 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $33,537,177.

    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).