Skip to content
Disclosery

AE Wealth Management LLC: PG position timeline

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

AE Wealth Management LLC held 551,542 PG 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 551,542 shares
    Change vs previous 13F +38,345 shares

    0.38% of the 13F portfolio, value $80,878,089.

    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 513,197 shares
    Change vs previous 13F -141,741 shares

    0.4% of the 13F portfolio, value $74,126,531.

    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 654,938 shares
    Change vs previous 13F -10,569 shares

    0.54% of the 13F portfolio, value $93,859,307.

    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 665,507 shares
    Change vs previous 13F +88,076 shares

    0.65% of the 13F portfolio, value $102,255,140.

    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 577,431 shares
    Change vs previous 13F +24,391 shares

    0.67% of the 13F portfolio, value $91,996,410.

    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 553,040 shares
    Change vs previous 13F +41,985 shares

    0.79% of the 13F portfolio, value $94,248,742.

    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 511,055 shares
    Change vs previous 13F +57,448 shares

    0.73% of the 13F portfolio, value $85,678,776.

    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 453,607 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $78,564,938.

    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).