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AE Wealth Management LLC: NXTG position timeline

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

AE Wealth Management LLC held 4,266 NXTG 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 4,266 shares
    Change vs previous 13F -327 shares

    <0.01% of the 13F portfolio, value $654,120.

    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 4,593 shares
    Change vs previous 13F -355 shares

    <0.01% of the 13F portfolio, value $514,101.

    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 4,948 shares
    Change vs previous 13F -621 shares

    <0.01% of the 13F portfolio, value $533,243.

    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 5,569 shares
    Change vs previous 13F -251 shares

    <0.01% of the 13F portfolio, value $576,838.

    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 5,820 shares
    Change vs previous 13F -1,811 shares

    <0.01% of the 13F portfolio, value $566,255.

    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 7,631 shares
    Change vs previous 13F -436 shares

    0.01% of the 13F portfolio, value $647,543.

    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 8,067 shares
    Change vs previous 13F -519 shares

    0.01% of the 13F portfolio, value $688,004.

    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 8,586 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $749,916.

    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).