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AE Wealth Management LLC: GSEP position timeline

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

AE Wealth Management LLC held 16,729 GSEP 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 16,729 shares
    Change vs previous 13F -1,581,690 shares

    <0.01% of the 13F portfolio, value $685,236.

    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 1,598,419 shares
    Change vs previous 13F -8,123 shares

    0.33% of the 13F portfolio, value $60,915,752.

    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 1,606,542 shares
    Change vs previous 13F +1,604,379 shares

    0.36% of the 13F portfolio, value $62,237,437.

    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 2,163 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $82,367.

    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 2,163 shares
    Change vs previous 13F -2,682 shares

    <0.01% of the 13F portfolio, value $79,316.

    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 4,845 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $167,322.

    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 4,859 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $170,259.

    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).