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Disclosery

AE Wealth Management LLC: OGE position timeline

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

AE Wealth Management LLC held 511,612 OGE 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 511,612 shares
    Change vs previous 13F +97,540 shares

    0.12% of the 13F portfolio, value $24,894,953.

    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 414,072 shares
    Change vs previous 13F +47,314 shares

    0.11% of the 13F portfolio, value $19,858,887.

    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 366,758 shares
    Change vs previous 13F +10,273 shares

    0.09% of the 13F portfolio, value $15,660,534.

    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 356,485 shares
    Change vs previous 13F +16,058 shares

    0.11% of the 13F portfolio, value $16,494,583.

    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 340,427 shares
    Change vs previous 13F +7,533 shares

    0.11% of the 13F portfolio, value $15,108,228.

    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 332,894 shares
    Change vs previous 13F +62,257 shares

    0.13% of the 13F portfolio, value $15,299,646.

    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 270,637 shares
    Change vs previous 13F +7,148 shares

    0.09% of the 13F portfolio, value $11,163,804.

    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 263,489 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,808,406.

    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).