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Disclosery

AE Wealth Management LLC: NGG position timeline

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

AE Wealth Management LLC held 10,614 NGG 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 10,614 shares
    Change vs previous 13F +1,617 shares

    <0.01% of the 13F portfolio, value $879,588.

    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 8,997 shares
    Change vs previous 13F -1,783 shares

    <0.01% of the 13F portfolio, value $761,148.

    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 10,780 shares
    Change vs previous 13F +890 shares

    <0.01% of the 13F portfolio, value $833,864.

    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 9,890 shares
    Change vs previous 13F +288 shares

    <0.01% of the 13F portfolio, value $718,743.

    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 9,602 shares
    Change vs previous 13F +422 shares

    0.01% of the 13F portfolio, value $714,500.

    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 9,180 shares
    Change vs previous 13F +934 shares

    0.01% of the 13F portfolio, value $602,327.

    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 8,246 shares
    Change vs previous 13F +887 shares

    <0.01% of the 13F portfolio, value $490,049.

    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 7,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $512,788.

    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).