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Disclosery

AE Wealth Management LLC: PFG position timeline

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

AE Wealth Management LLC held 257,878 PFG 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 257,878 shares
    Change vs previous 13F +30,330 shares

    0.13% of the 13F portfolio, value $27,794,078.

    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 227,548 shares
    Change vs previous 13F +48,907 shares

    0.11% of the 13F portfolio, value $20,504,373.

    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 178,641 shares
    Change vs previous 13F +7,946 shares

    0.09% of the 13F portfolio, value $15,758,023.

    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 170,695 shares
    Change vs previous 13F +13,795 shares

    0.09% of the 13F portfolio, value $14,152,409.

    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 156,900 shares
    Change vs previous 13F +19,644 shares

    0.09% of the 13F portfolio, value $12,462,432.

    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 137,256 shares
    Change vs previous 13F +13,683 shares

    0.1% of the 13F portfolio, value $11,580,217.

    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 123,573 shares
    Change vs previous 13F +9,540 shares

    0.08% of the 13F portfolio, value $9,565,760.

    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 114,033 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,795,500.

    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).