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Disclosery

AE Wealth Management LLC: OGN position timeline

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

AE Wealth Management LLC held 31,498 OGN 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 31,498 shares
    Change vs previous 13F -1,226 shares

    <0.01% of the 13F portfolio, value $426,481.

    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 32,724 shares
    Change vs previous 13F -312 shares

    <0.01% of the 13F portfolio, value $196,016.

    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 33,036 shares
    Change vs previous 13F -17,404 shares

    <0.01% of the 13F portfolio, value $236,868.

    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 50,440 shares
    Change vs previous 13F +8,258 shares

    <0.01% of the 13F portfolio, value $538,698.

    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 42,182 shares
    Change vs previous 13F -125,350 shares

    <0.01% of the 13F portfolio, value $408,324.

    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 167,532 shares
    Change vs previous 13F +16,476 shares

    0.02% of the 13F portfolio, value $2,494,552.

    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 151,056 shares
    Change vs previous 13F +34,481 shares

    0.02% of the 13F portfolio, value $2,253,760.

    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 116,575 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,230,090.

    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).