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Disclosery

AE Wealth Management LLC: PAUG position timeline

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

AE Wealth Management LLC held 35,620 PAUG 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 35,620 shares
    Change vs previous 13F -26,261 shares

    0.01% of the 13F portfolio, value $1,625,697.

    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 61,881 shares
    Change vs previous 13F -5,963 shares

    0.01% of the 13F portfolio, value $2,643,556.

    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 67,844 shares
    Change vs previous 13F -10,663 shares

    0.02% of the 13F portfolio, value $2,934,253.

    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 78,507 shares
    Change vs previous 13F +3,086 shares

    0.02% of the 13F portfolio, value $3,334,192.

    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 75,421 shares
    Change vs previous 13F -1,771 shares

    0.02% of the 13F portfolio, value $3,051,534.

    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 77,192 shares
    Change vs previous 13F -4,642 shares

    0.02% of the 13F portfolio, value $2,916,314.

    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 81,834 shares
    Change vs previous 13F -33,769 shares

    0.03% of the 13F portfolio, value $3,150,609.

    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 115,603 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,376,730.

    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).