Skip to content
Disclosery

AE Wealth Management LLC: LGOV position timeline

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

AE Wealth Management LLC held 60,125 LGOV 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 60,125 shares
    Change vs previous 13F -6,199 shares

    0.01% of the 13F portfolio, value $1,286,679.

    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 66,324 shares
    Change vs previous 13F -835 shares

    0.01% of the 13F portfolio, value $1,430,597.

    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 67,159 shares
    Change vs previous 13F -4,720 shares

    0.01% of the 13F portfolio, value $1,466,082.

    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 71,879 shares
    Change vs previous 13F -2,582 shares

    0.01% of the 13F portfolio, value $1,563,348.

    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 74,461 shares
    Change vs previous 13F -19,952 shares

    0.01% of the 13F portfolio, value $1,594,939.

    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 94,413 shares
    Change vs previous 13F -5,098 shares

    0.02% of the 13F portfolio, value $2,029,880.

    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 99,511 shares
    Change vs previous 13F -9,978 shares

    0.02% of the 13F portfolio, value $2,073,799.

    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 109,489 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,452,544.

    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).