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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

  1. period ended2026-06-30
    13F 18,785 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,449 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,222 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,000 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,105 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,047 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,516 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,581 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).