Skip to content
Disclosery

AE Wealth Management LLC: GSIE position timeline

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

AE Wealth Management LLC held 906 GSIE 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 906 shares
    Change vs previous 13F -190 shares

    <0.01% of the 13F portfolio, value $41,404.

    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 1,096 shares
    Change vs previous 13F +81 shares

    <0.01% of the 13F portfolio, value $47,271.

    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 1,015 shares
    Change vs previous 13F +251 shares

    <0.01% of the 13F portfolio, value $43,584.

    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 764 shares
    Change vs previous 13F -158 shares

    <0.01% of the 13F portfolio, value $31,408.

    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 922 shares
    Change vs previous 13F -214 shares

    <0.01% of the 13F portfolio, value $36,567.

    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 1,136 shares
    Change vs previous 13F +364 shares

    <0.01% of the 13F portfolio, value $40,511.

    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 772 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,738.

    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).