Skip to content
Disclosery

AE Wealth Management LLC: IGOV position timeline

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

AE Wealth Management LLC held 163,454 IGOV 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 163,454 shares
    Change vs previous 13F +48,689 shares

    0.03% of the 13F portfolio, value $6,706,595.

    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 114,765 shares
    Change vs previous 13F +17,158 shares

    0.03% of the 13F portfolio, value $4,712,364.

    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 97,607 shares
    Change vs previous 13F +17,614 shares

    0.02% of the 13F portfolio, value $4,066,383.

    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 79,993 shares
    Change vs previous 13F +7,019 shares

    0.02% of the 13F portfolio, value $3,407,710.

    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 72,974 shares
    Change vs previous 13F +13,715 shares

    0.02% of the 13F portfolio, value $3,145,189.

    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 59,259 shares
    Change vs previous 13F +4,399 shares

    0.02% of the 13F portfolio, value $2,336,016.

    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 54,860 shares
    Change vs previous 13F +2,402 shares

    0.02% of the 13F portfolio, value $2,107,744.

    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 52,458 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,193,833.

    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).