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Disclosery

AE Wealth Management LLC: GWX position timeline

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

AE Wealth Management LLC held 44,479 GWX 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 44,479 shares
    Change vs previous 13F +4,161 shares

    0.01% of the 13F portfolio, value $1,946,389.

    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 40,318 shares
    Change vs previous 13F +435 shares

    0.01% of the 13F portfolio, value $1,702,634.

    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 39,883 shares
    Change vs previous 13F +1,972 shares

    0.01% of the 13F portfolio, value $1,629,601.

    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 37,911 shares
    Change vs previous 13F +689 shares

    0.01% of the 13F portfolio, value $1,523,280.

    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 37,222 shares
    Change vs previous 13F +1,041 shares

    0.01% of the 13F portfolio, value $1,383,917.

    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 36,181 shares
    Change vs previous 13F +4,340 shares

    0.01% of the 13F portfolio, value $1,156,354.

    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 31,841 shares
    Change vs previous 13F +1,576 shares

    0.01% of the 13F portfolio, value $986,581.

    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 30,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,032,958.

    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).