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Disclosery

AE Wealth Management LLC: PFGC position timeline

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

AE Wealth Management LLC held 16,382 PFGC 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 16,382 shares
    Change vs previous 13F -1,460 shares

    0.01% of the 13F portfolio, value $1,831,299.

    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 17,842 shares
    Change vs previous 13F +559 shares

    0.01% of the 13F portfolio, value $1,528,315.

    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 17,283 shares
    Change vs previous 13F +1,273 shares

    0.01% of the 13F portfolio, value $1,554,128.

    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 16,010 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,665,680.

    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).