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AE Wealth Management LLC: PEG position timeline

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

AE Wealth Management LLC held 28,608 PEG 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 28,608 shares
    Change vs previous 13F -178,174 shares

    0.01% of the 13F portfolio, value $2,321,803.

    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 206,782 shares
    Change vs previous 13F +25,999 shares

    0.09% of the 13F portfolio, value $16,739,043.

    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 180,783 shares
    Change vs previous 13F +8,923 shares

    0.08% of the 13F portfolio, value $14,516,966.

    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 171,860 shares
    Change vs previous 13F +9,043 shares

    0.09% of the 13F portfolio, value $14,343,508.

    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 162,817 shares
    Change vs previous 13F -114,667 shares

    0.1% of the 13F portfolio, value $13,706,069.

    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 277,484 shares
    Change vs previous 13F +59,636 shares

    0.19% of the 13F portfolio, value $22,836,844.

    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 217,848 shares
    Change vs previous 13F +3,838 shares

    0.16% of the 13F portfolio, value $18,406,034.

    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 214,010 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $19,091,902.

    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).