AE Wealth Management LLC: MGC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on MGC, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 18,785 MGC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 18,785 sharesChange vs previous 13F +13,336 shares
0.02% of the 13F portfolio, value $5,140,170.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,449 sharesChange vs previous 13F -4,773 shares
0.01% of the 13F portfolio, value $1,287,918.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,222 sharesChange vs previous 13F -1,778 shares
0.01% of the 13F portfolio, value $2,567,507.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,000 sharesChange vs previous 13F +10,895 shares
0.02% of the 13F portfolio, value $2,929,130.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,105 sharesChange vs previous 13F +58 shares
<0.01% of the 13F portfolio, value $248,521.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,047 sharesChange vs previous 13F -469 shares
<0.01% of the 13F portfolio, value $210,830.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,516 sharesChange vs previous 13F -65 shares
<0.01% of the 13F portfolio, value $322,409.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,581 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $326,622.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).