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AE Wealth Management LLC: NFG position timeline

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

AE Wealth Management LLC held 12,706 NFG 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 12,706 shares
    Change vs previous 13F +6,680 shares

    <0.01% of the 13F portfolio, value $980,930.

    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 6,026 shares
    Change vs previous 13F +397 shares

    <0.01% of the 13F portfolio, value $566,380.

    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 5,629 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $450,865.

    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 5,479 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $506,092.

    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 5,404 shares
    Change vs previous 13F -584 shares

    <0.01% of the 13F portfolio, value $457,853.

    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 5,988 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $474,136.

    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 6,175 shares
    Change vs previous 13F +2,063 shares

    <0.01% of the 13F portfolio, value $374,768.

    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 4,112 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $249,228.

    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).