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AE Wealth Management LLC: LPG position timeline

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

AE Wealth Management LLC held 8,089 LPG 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 8,089 shares
    Change vs previous 13F +356 shares

    <0.01% of the 13F portfolio, value $281,407.

    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 7,733 shares
    Change vs previous 13F -4,108 shares

    <0.01% of the 13F portfolio, value $264,489.

    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 11,841 shares
    Change vs previous 13F +1,254 shares

    <0.01% of the 13F portfolio, value $288,170.

    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 10,587 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,494.

    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).