Skip to content
Disclosery

AE Wealth Management LLC: PGR position timeline

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

AE Wealth Management LLC held 20,265 PGR 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 20,265 shares
    Change vs previous 13F +9,913 shares

    0.02% of the 13F portfolio, value $4,426,962.

    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 10,352 shares
    Change vs previous 13F -407 shares

    0.01% of the 13F portfolio, value $2,052,270.

    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 10,759 shares
    Change vs previous 13F -521 shares

    0.01% of the 13F portfolio, value $2,450,046.

    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 11,280 shares
    Change vs previous 13F +1,268 shares

    0.02% of the 13F portfolio, value $2,785,700.

    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 10,012 shares
    Change vs previous 13F -5,701 shares

    0.02% of the 13F portfolio, value $2,671,702.

    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 15,713 shares
    Change vs previous 13F -2,076 shares

    0.04% of the 13F portfolio, value $4,446,823.

    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 17,789 shares
    Change vs previous 13F +3,269 shares

    0.04% of the 13F portfolio, value $4,262,497.

    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 14,520 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,684,556.

    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).